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 AMERICA3+ years Service code 13 · EIN 31-1360674 | Contract Administrator | $21,615 |
L M KOHN & COMPANY3+ years Service code 27 · EIN 31-1311805 | Advisory (Plan) | $6,879 |
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 | $51,078 | $64,909-21.3% | $82,313-37.9% | $62,292-18.0% |
| Participation rate | 82.3% | 74.9%+7.4pp | 76.9%+5.4pp | 69.5%+12.7pp |
| Annual return | 18.66% | 21.18%-2.5pp | 25.88%-7.2pp | 28.90%-10.2pp |
| Employer contribution / active EE | $785 | $1,676-53.2% | $2,428-67.7% | $2,042-61.6% |
| Participant deferral / active EE | $2,765 | $3,103-10.9% | $3,706-25.4% | $3,169-12.7% |
| Admin fee / account holder | $68 | $440-84.4% | $5,608-98.8% | $479-85.7% |