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.
| Provider | Service type | Compensation |
|---|---|---|
Service code 28 · EIN 36-3859937 | Investment Management | $19,067 |
PCS RETIREMENT, LLC1 year Service code 12 · EIN 23-3038464 | Recordkeeping and information managem... | $10,039 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,472 | $101,317-41.3% | $146,958-59.5% | $74,495-20.2% |
| Participation rate | 99.3% | 75.5%+23.8pp | 82.2%+17.1pp | 67.2%+32.1pp |
| Annual return | 34.84% | 8730.91%-8696.1pp | 418.34%-383.5pp | 1364.94%-1330.1pp |
| Employer contribution / active EE | $15,936 | $3,810+318.2% | $4,933+223.1% | $2,623+507.6% |
| Participant deferral / active EE | $5,369 | $7,303-26.5% | $8,070-33.5% | $4,346+23.6% |
| Admin fee / account holder | $208 | $1,739-88.0% | $12,998-98.4% | $1,942-89.3% |