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 10 · EIN 31-1360674 | Accounting | $31,368 |
PCA INVESTMENT ADVISORY SERVICES6+ years Service code 27 · EIN 59-3766965 | Advisory (Plan) | $20,098 |
RUDLER, PSC5+ years Filed as: RUDLER PSC Service code 10 · EIN 31-1048275 | Accounting | $9,000 |
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 | $57,245 | $69,362-17.5% | $101,248-43.5% | $73,488-22.1% |
| Participation rate | 76.7% | 68.4%+8.3pp | 75.8%+0.9pp | 70.7%+6.0pp |
| Annual return | 15.00% | 18.46%-3.5pp | 46.47%-31.5pp | 28.51%-13.5pp |
| Employer contribution / active EE | $6,360 | $2,628+142.0% | $3,660+73.8% | $2,270+180.1% |
| Participant deferral / active EE | $2,545 | $3,300-22.9% | $4,370-41.8% | $3,740-31.9% |
| Admin fee / account holder | $225 | $704-68.0% | $5,945-96.2% | $513-56.1% |