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 AMERICA8+ years Service code 13 · EIN 31-1360674 | Contract Administrator | $39,766 |
Service code 27 · EIN 59-3766965 | Advisory (Plan) | $20,788 |
BARNES, IACCARINO & SHEPHERD LLP8+ years Filed as: BARNES DENNIG & CO., LTD Service code 10 · EIN 31-1119890 | Accounting | $9,600 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,036 | $81,908-60.9% | $90,749-64.7% | $64,808-50.6% |
| Participation rate | 71.0% | 80.5%-9.4pp | 75.7%-4.6pp | 71.5%-0.4pp |
| Annual return | -16.53% | -12.53%-4.0pp | -12.16%-4.4pp | 32.82%-49.3pp |
| Employer contribution / active EE | $1,565 | $3,065-48.9% | $2,921-46.4% | $2,506-37.5% |
| Participant deferral / active EE | $2,375 | $4,840-50.9% | $4,564-48.0% | $4,310-44.9% |
| Admin fee / account holder | $267 | $157+70.0% | $8,445-96.8% | $188+42.3% |