See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
PENSION CORPORATION OF AMERICA6+ years Service code 13 · EIN 31-1360674 | Contract Administrator | $6,322 |
PCA INVESTMENT ADVISORY SERVICES6+ years Service code 27 · EIN 59-3766965 | Advisory (Plan) | $2,791 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,883 | $66,124-66.9% | $90,404-75.8% | $73,488-70.2% |
| Participation rate | 48.2% | 69.7%-21.5pp | 72.7%-24.5pp | 70.7%-22.5pp |
| Annual return | 8.73% | 17.65%-8.9pp | 1293.02%-1284.3pp | 28.51%-19.8pp |
| Employer contribution / active EE | $453 | $2,346-80.7% | $3,262-86.1% | $2,270-80.0% |
| Participant deferral / active EE | $899 | $3,039-70.4% | $3,963-77.3% | $3,740-76.0% |
| Admin fee / account holder | $34 | $396-91.5% | $5,611-99.4% | $513-93.4% |