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 9-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 AMERICA2+ years Service code 13 · EIN 31-1360674 | Contract Administrator | $29,596 |
Service code 10 · EIN 31-0800053 | Accounting | $10,300 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $16,510 | $48,064-65.7% | $78,778-79.0% | $69,631-76.3% |
| Participation rate | 99.6% | 61.6%+38.0pp | 69.2%+30.4pp | 70.7%+28.9pp |
| Annual return | 56.05% | 21.81%+34.2pp | 35.62%+20.4pp | 27571.02%-27515.0pp |
| Employer contribution / active EE | $179 | $744-75.9% | $1,986-91.0% | $2,032-91.2% |
| Participant deferral / active EE | $714 | $2,079-65.6% | $2,958-75.8% | $3,224-77.8% |
| Admin fee / account holder | $40 | $152-73.7% | $5,134-99.2% | $110-63.7% |