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 AMERICA4+ years Service code 13 · EIN 31-1360674 | Contract Administrator | $34,316 |
BARNES, IACCARINO & SHEPHERD LLP4+ years Filed as: BARNES DENNIG & CO., LTD Service code 10 · EIN 31-1119890 | Accounting | $7,850 |
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 | $43,124 | $58,083-25.8% | $80,019-46.1% | $56,287-23.4% |
| Participation rate | 89.2% | 73.6%+15.6pp | 75.8%+13.4pp | 69.9%+19.4pp |
| Annual return | -5.72% | 34.61%-40.3pp | 11.22%-16.9pp | -9.96%+4.2pp |
| Employer contribution / active EE | $1,373 | $1,932-28.9% | $2,468-44.4% | $2,111-35.0% |
| Participant deferral / active EE | $2,233 | $3,135-28.8% | $3,686-39.4% | $3,350-33.3% |
| Admin fee / account holder | $120 | $623-80.8% | $6,521-98.2% | $521-77.0% |