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 |
|---|---|---|
PCA INVESTMENT ADVISORY SERVICES1+ years Service code 27 · EIN 59-3766965 | Advisory (Plan) | $36,495 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,419 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $121,240 | $52,884+129.3% | $84,750+43.1% | $55,167+119.8% |
| Participation rate | 90.3% | 67.5%+22.8pp | 76.6%+13.7pp | 69.0%+21.3pp |
| Annual return | 4.83% | 18.03%-13.2pp | 22.78%-18.0pp | 169.23%-164.4pp |
| Employer contribution / active EE | $11,067 | $2,233+395.5% | $3,574+209.6% | $1,963+463.9% |
| Participant deferral / active EE | $2,376 | $2,644-10.1% | $3,712-36.0% | $3,054-22.2% |
| Admin fee / account holder | $241 | $581-58.6% | $5,332-95.5% | $504-52.2% |