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 AMERICA3+ years Service code 13 · EIN 31-1360674 | Contract Administrator | $94,151 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB TRUST COMPANY Service code 19 · EIN 42-1558009 | Securities Custodian | $0 |
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 | $67,756 | $58,726+15.4% | $92,233-26.5% | $62,292+8.8% |
| Participation rate | 98.0% | 68.3%+29.7pp | 76.5%+21.5pp | 69.5%+28.5pp |
| Annual return | 16.57% | 43.62%-27.0pp | 176.28%-159.7pp | 28.90%-12.3pp |
| Employer contribution / active EE | $13,873 | $2,392+480.0% | $3,679+277.1% | $2,042+579.3% |
| Participant deferral / active EE | $2,314 | $2,766-16.3% | $3,897-40.6% | $3,169-27.0% |
| Admin fee / account holder | $251 | $556-54.8% | $5,194-95.2% | $479-47.6% |