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 | $45,110 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $64,190 | $56,152+14.3% | $185,823-65.5% | $73,409-12.6% |
| Participation rate | 78.6% | 67.6%+11.1pp | 78.0%+0.6pp | 72.2%+6.5pp |
| Annual return | 11.79% | 17.59%-5.8pp | 35.95%-24.2pp | 59.29%-47.5pp |
| Employer contribution / active EE | $625 | $1,532-59.2% | $4,087-84.7% | $2,234-72.0% |
| Participant deferral / active EE | $2,694 | $3,659-26.4% | $5,632-52.2% | $3,805-29.2% |
| Admin fee / account holder | $19 | $132-85.6% | $9,500-99.8% | $158-87.9% |