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 AMERICA7+ years Service code 13 · EIN 31-1360674 | Contract Administrator | $11,862 |
PCA INVESTMENT ADVISORY SERVICES7+ years Service code 27 · EIN 59-3766965 | Advisory (Plan) | $3,536 |
CHARLES SCHWAB & CO., INC.2 years 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,976 | $39,286+73.0% | $80,716-15.8% | $79,386-14.4% |
| Participation rate | 38.2% | 41.0%-2.7pp | 54.2%-15.9pp | 70.7%-32.5pp |
| Annual return | 13.80% | 98.95%-85.1pp | 87.28%-73.5pp | 116.85%-103.0pp |
| Employer contribution / active EE | $649 | $594+9.2% | $1,160-44.1% | $2,427-73.3% |
| Participant deferral / active EE | $1,365 | $1,264+8.0% | $2,146-36.4% | $4,046-66.3% |
| Admin fee / account holder | $142 | $647-78.1% | $3,380-95.8% | $626-77.4% |