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 AMERICA7+ years Service code 13 · EIN 31-1360674 | Contract Administrator | $39,422 |
PCA INVESTMENT ADVISORY SERVICES7+ years Service code 27 · EIN 59-3766965 | Advisory (Plan) | $141 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,638 | $84,936-8.6% | $111,297-30.2% | $79,386-2.2% |
| Participation rate | 92.5% | 75.9%+16.7pp | 77.3%+15.2pp | 70.7%+21.8pp |
| Annual return | 15.27% | 17.45%-2.2pp | 54.65%-39.4pp | 116.85%-101.6pp |
| Employer contribution / active EE | $1,469 | $1,979-25.8% | $2,731-46.2% | $2,427-39.5% |
| Participant deferral / active EE | $3,779 | $3,888-2.8% | $4,487-15.8% | $4,046-6.6% |
| Admin fee / account holder | $43 | $537-91.9% | $7,964-99.5% | $626-93.1% |