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 AMERICA10+ years Service code 10 · EIN 31-1360674 | Accounting | $47,945 |
PCA INVESTMENT ADVISORY SERVICES10+ years Service code 27 · EIN 59-3766965 | Advisory (Plan) | $39,619 |
RUDLER, PSC9+ years Filed as: RUDLER PSC Service code 10 · EIN 31-1048275 | Accounting | $9,250 |
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 | $70,554 | $80,724-12.6% | $103,333-31.7% | $74,495-5.3% |
| Participation rate | 86.1% | 65.7%+20.4pp | 74.5%+11.6pp | 67.2%+18.9pp |
| Annual return | 11.88% | 27.56%-15.7pp | 24.88%-13.0pp | 1364.94%-1353.1pp |
| Employer contribution / active EE | $8,407 | $3,157+166.3% | $3,868+117.4% | $2,623+220.5% |
| Participant deferral / active EE | $2,555 | $3,860-33.8% | $5,057-49.5% | $4,346-41.2% |
| Admin fee / account holder | $383 | $2,368-83.8% | $8,355-95.4% | $1,942-80.3% |