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 AMERICA8+ years Service code 13 · EIN 31-1360674 | Contract Administrator | $14,442 |
PCA INVESTMENT ADVISORY SERVICES8+ years Service code 27 · EIN 59-3766965 | Advisory (Plan) | $1,427 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,589 | $51,197-77.4% | $82,719-86.0% | $66,914-82.7% |
| Participation rate | 52.4% | 67.8%-15.4pp | 72.6%-20.1pp | 69.8%-17.4pp |
| Annual return | -10.06% | -9.64%-0.4pp | 701.18%-711.2pp | 1.58%-11.6pp |
| Employer contribution / active EE | $660 | $2,611-74.7% | $3,009-78.0% | $2,544-74.0% |
| Participant deferral / active EE | $1,168 | $3,458-66.2% | $4,395-73.4% | $4,237-72.4% |
| Admin fee / account holder | $62 | $416-85.0% | $5,329-98.8% | $593-89.5% |