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 AMERICA4+ years Service code 13 · EIN 31-1360674 | Contract Administrator | $12,752 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: CHARLES SCHWAB TRUST COMPANY Service code 19 · EIN 42-1558009 | Securities Custodian | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $34,139 | $28,109+21.5% | $71,086-52.0% | $56,287-39.3% |
| Participation rate | 45.4% | 40.4%+5.0pp | 54.7%-9.3pp | 69.9%-24.5pp |
| Annual return | -4.89% | -615.05%+610.2pp | 650.59%-655.5pp | -9.96%+5.1pp |
| Employer contribution / active EE | $628 | $558+12.7% | $1,088-42.2% | $2,111-70.2% |
| Participant deferral / active EE | $1,411 | $1,116+26.4% | $1,874-24.7% | $3,350-57.9% |
| Admin fee / account holder | $79 | $585-86.4% | $3,082-97.4% | $521-84.7% |