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 | $36,966 |
BARNES, IACCARINO & SHEPHERD LLP5+ years Filed as: BARNES DENNIG & CO., LTD Service code 10 · EIN 31-1119890 | Accounting | $8,100 |
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 | $38,602 | $66,310-41.8% | $93,606-58.8% | $65,185-40.8% |
| Participation rate | 89.1% | 74.0%+15.1pp | 75.8%+13.2pp | 70.2%+18.9pp |
| Annual return | 23.10% | 42.58%-19.5pp | 32.76%-9.7pp | 29.38%-6.3pp |
| Employer contribution / active EE | $1,418 | $2,012-29.5% | $2,718-47.8% | $2,177-34.8% |
| Participant deferral / active EE | $2,062 | $3,342-38.3% | $4,069-49.3% | $3,514-41.3% |
| Admin fee / account holder | $91 | $6,897-98.7% | $7,888-98.8% | $847-89.2% |