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 AMERICA8+ years Service code 10 · EIN 31-1360674 | Accounting | $46,091 |
PCA INVESTMENT ADVISORY SERVICES8+ years Service code 27 · EIN 59-3766965 | Advisory (Plan) | $30,629 |
RUDLER, PSC7+ years Filed as: RUDLER PSC Service code 10 · EIN 31-1048275 | Accounting | $8,750 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,062 | $64,119+10.8% | $112,228-36.7% | $66,914+6.2% |
| Participation rate | 81.1% | 68.5%+12.7pp | 75.1%+6.1pp | 69.8%+11.3pp |
| Annual return | -15.31% | -13.81%-1.5pp | 27.45%-42.8pp | 1.58%-16.9pp |
| Employer contribution / active EE | $7,427 | $3,005+147.1% | $3,635+104.3% | $2,544+191.9% |
| Participant deferral / active EE | $2,734 | $3,693-26.0% | $4,728-42.2% | $4,237-35.5% |
| Admin fee / account holder | $476 | $625-23.8% | $6,410-92.6% | $593-19.7% |