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 | $28,819 |
PCA INVESTMENT ADVISORY SERVICES6+ years Service code 27 · EIN 59-3766965 | Advisory (Plan) | $285 |
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 | $67,590 | $73,638-8.2% | $95,952-29.6% | $73,488-8.0% |
| Participation rate | 94.6% | 76.2%+18.5pp | 77.1%+17.5pp | 70.7%+23.9pp |
| Annual return | 14.67% | 16.78%-2.1pp | 91.61%-76.9pp | 28.51%-13.8pp |
| Employer contribution / active EE | $1,375 | $1,863-26.2% | $2,541-45.9% | $2,270-39.4% |
| Participant deferral / active EE | $3,536 | $3,617-2.2% | $4,167-15.1% | $3,740-5.5% |
| Admin fee / account holder | $25 | $482-94.9% | $6,795-99.6% | $513-95.2% |