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 AMERICA7+ years Service code 13 · EIN 31-1360674 | Contract Administrator | $10,788 |
PCA INVESTMENT ADVISORY SERVICES7+ years Service code 27 · EIN 59-3766965 | Advisory (Plan) | $3,709 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,346 | $63,745-66.5% | $98,442-78.3% | $79,386-73.1% |
| Participation rate | 53.2% | 69.9%-16.7pp | 73.3%-20.2pp | 70.7%-17.6pp |
| Annual return | 9.30% | 625.80%-616.5pp | 1492.73%-1483.4pp | 116.85%-107.5pp |
| Employer contribution / active EE | $653 | $2,557-74.5% | $2,960-77.9% | $2,427-73.1% |
| Participant deferral / active EE | $1,179 | $3,303-64.3% | $4,276-72.4% | $4,046-70.9% |
| Admin fee / account holder | $56 | $516-89.2% | $5,949-99.1% | $626-91.1% |