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 AMERICA8+ years Service code 13 · EIN 31-1360674 | Contract Administrator | $12,833 |
PCA INVESTMENT ADVISORY SERVICES8+ years Service code 27 · EIN 59-3766965 | Advisory (Plan) | $3,103 |
CHARLES SCHWAB & CO., INC.3 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 | $54,656 | $27,641+97.7% | $61,373-10.9% | $68,494-20.2% |
| Participation rate | 47.4% | 39.5%+7.9pp | 52.6%-5.1pp | 67.9%-20.5pp |
| Annual return | -14.51% | -13.24%-1.3pp | 338.61%-353.1pp | -7.84%-6.7pp |
| Employer contribution / active EE | $672 | $695-3.4% | $1,159-42.1% | $2,596-74.1% |
| Participant deferral / active EE | $1,432 | $1,263+13.4% | $2,125-32.6% | $4,027-64.4% |
| Admin fee / account holder | $128 | $2,010-93.7% | $2,130-94.0% | $5,403-97.6% |