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 AMERICA9+ years Service code 13 · EIN 31-1360674 | Contract Administrator | $96,380 |
Service code 27 · EIN 59-3766965 | Advisory (Plan) | $45,824 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,643 | $56,638+12.4% | $169,368-62.4% | $74,419-14.5% |
| Participation rate | 74.4% | 67.5%+6.8pp | 77.1%-2.8pp | 70.7%+3.6pp |
| Annual return | 15.17% | 24.75%-9.6pp | 405.60%-390.4pp | 34.38%-19.2pp |
| Employer contribution / active EE | $622 | $2,027-69.3% | $4,013-84.5% | $2,637-76.4% |
| Participant deferral / active EE | $2,790 | $4,223-33.9% | $6,221-55.2% | $4,528-38.4% |
| Admin fee / account holder | $212 | $307-31.0% | $9,003-97.6% | $348-39.2% |