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 AMERICA5+ years Service code 13 · EIN 31-1360674 | Contract Administrator | $12,780 |
CHARLES SCHWAB & CO., INC.5+ 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 | $47,661 | $31,679+50.4% | $74,701-36.2% | $65,185-26.9% |
| Participation rate | 44.3% | 40.4%+4.0pp | 54.5%-10.1pp | 70.2%-25.9pp |
| Annual return | 19.71% | 39.04%-19.3pp | 752.92%-733.2pp | 29.38%-9.7pp |
| Employer contribution / active EE | $654 | $566+15.6% | $1,084-39.6% | $2,177-69.9% |
| Participant deferral / active EE | $1,464 | $1,191+22.9% | $1,964-25.5% | $3,514-58.3% |
| Admin fee / account holder | $80 | $379-79.0% | $3,333-97.6% | $847-90.6% |