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 AMERICA6+ years Service code 13 · EIN 31-1360674 | Contract Administrator | $13,039 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $0 |
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 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 | $56,558 | $35,986+57.2% | $77,482-27.0% | $73,488-23.0% |
| Participation rate | 38.1% | 40.8%-2.7pp | 54.2%-16.1pp | 70.7%-32.6pp |
| Annual return | 9.28% | 19.26%-10.0pp | 54.79%-45.5pp | 28.51%-19.2pp |
| Employer contribution / active EE | $615 | $557+10.3% | $986-37.7% | $2,270-72.9% |
| Participant deferral / active EE | $1,396 | $1,198+16.5% | $1,861-25.0% | $3,740-62.7% |
| Admin fee / account holder | $78 | $466-83.3% | $2,858-97.3% | $513-84.8% |