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 | $36,172 |
PCA INVESTMENT ADVISORY SERVICES5+ years Service code 27 · EIN 59-3766965 | Advisory (Plan) | $2,699 |
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 | $54,603 | $65,376-16.5% | $87,100-37.3% | $65,185-16.2% |
| Participation rate | 95.6% | 75.3%+20.3pp | 76.9%+18.8pp | 70.2%+25.4pp |
| Annual return | 26.10% | 31.27%-5.2pp | 28.19%-2.1pp | 29.38%-3.3pp |
| Employer contribution / active EE | $1,271 | $1,822-30.3% | $2,521-49.6% | $2,177-41.6% |
| Participant deferral / active EE | $3,229 | $3,388-4.7% | $4,049-20.2% | $3,514-8.1% |
| Admin fee / account holder | $34 | $520-93.5% | $7,497-99.5% | $847-96.0% |