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 | $55,021 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $62,226 | $48,471+28.4% | $182,532-65.9% | $67,579-7.9% |
| Participation rate | 69.8% | 67.2%+2.6pp | 78.0%-8.2pp | 71.3%-1.5pp |
| Annual return | 22.33% | 31.08%-8.8pp | 148.54%-126.2pp | 378.56%-356.2pp |
| Employer contribution / active EE | $540 | $1,461-63.0% | $4,076-86.8% | $2,148-74.9% |
| Participant deferral / active EE | $2,414 | $3,324-27.4% | $5,524-56.3% | $3,539-31.8% |
| Admin fee / account holder | $37 | $151-75.7% | $8,592-99.6% | $142-74.2% |