See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
PENSION CORPORATION OF AMERICA7+ years Service code 10 · EIN 31-1360674 | Accounting | $36,122 |
PCA INVESTMENT ADVISORY SERVICES7+ years Service code 27 · EIN 59-3766965 | Advisory (Plan) | $28,233 |
RUDLER, PSC6+ years Filed as: RUDLER PSC Service code 10 · EIN 31-1048275 | Accounting | $8,000 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,094 | $77,660-26.5% | $109,143-47.7% | $79,386-28.1% |
| Participation rate | 81.7% | 67.8%+13.9pp | 75.9%+5.8pp | 70.7%+11.0pp |
| Annual return | 11.24% | 23.44%-12.2pp | 25.75%-14.5pp | 116.85%-105.6pp |
| Employer contribution / active EE | $10,345 | $2,797+269.8% | $3,722+178.0% | $2,427+326.2% |
| Participant deferral / active EE | $2,624 | $3,518-25.4% | $4,653-43.6% | $4,046-35.1% |
| Admin fee / account holder | $288 | $732-60.7% | $6,752-95.7% | $626-54.0% |