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 5-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 AMERICA3+ years Service code 13 · EIN 31-1360674 | Contract Administrator | $216,234 |
PCA INVESTMENT ADVISORY SERVICES3+ years Service code 27 · EIN 59-3766965 | Advisory (Plan) | $54,728 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB TRUST BANK Service code 25 · EIN 82-3967259 | Directed Trustee | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,359 | $39,973-16.5% | $79,550-58.1% | $77,904-57.2% |
| Participation rate | 45.8% | 64.6%-18.7pp | 69.5%-23.6pp | 73.7%-27.8pp |
| Annual return | -4.38% | 3.42%-7.8pp | 0.16%-4.5pp | 12.21%-16.6pp |
| Employer contribution / active EE | $1,433 | $1,088+31.7% | $2,413-40.6% | $2,848-49.7% |
| Participant deferral / active EE | $3,070 | $2,774+10.6% | $3,985-23.0% | $4,806-36.1% |
| Admin fee / account holder | $180 | $113+59.5% | $6,832-97.4% | $133+35.8% |