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 | $19,386 |
Service code 27 · EIN 59-3766965 | Advisory (Plan) | $14,595 |
BARNES, IACCARINO & SHEPHERD LLP6+ years Filed as: BARNES DENNIG & CO., LTD Service code 10 · EIN 31-1119890 | Accounting | $5,500 |
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 | $44,541 | $70,908-37.2% | $98,907-55.0% | $73,488-39.4% |
| Participation rate | 81.5% | 73.8%+7.7pp | 76.0%+5.5pp | 70.7%+10.8pp |
| Annual return | 15.50% | 34.17%-18.7pp | 196.43%-180.9pp | 28.51%-13.0pp |
| Employer contribution / active EE | $1,759 | $2,036-13.6% | $2,689-34.6% | $2,270-22.5% |
| Participant deferral / active EE | $2,636 | $3,500-24.7% | $4,244-37.9% | $3,740-29.5% |
| Admin fee / account holder | $195 | $535-63.5% | $6,642-97.1% | $513-62.0% |