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 10-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 |
|---|---|---|
PCS RETIREMENT, LLC3 years Filed as: PCS RETIREMENT LLC Service code 15 · EIN 23-3038464 | Recordkeeping | $44,936 |
FINANCIAL STRATEGIES GROUP2 years Filed as: FINANCIAL STRATEGIES RETIREMENT PAR Service code 27 3 EXECUTIVE PARK DRIVE · BEDFORD, NH 03110 | Advisory (Plan) | $44,791 |
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 | $76,663 | $50,815+50.9% | $155,509-50.7% | $77,643-1.3% |
| Participation rate | 49.7% | 63.1%-13.4pp | 78.2%-28.5pp | 70.6%-20.9pp |
| Annual return | 14.04% | 34.80%-20.8pp | 64.67%-50.6pp | 31.24%-17.2pp |
| Employer contribution / active EE | $1,608 | $1,993-19.3% | $4,672-65.6% | $2,726-41.0% |
| Participant deferral / active EE | $3,018 | $2,822+7.0% | $5,626-46.4% | $4,647-35.1% |
| Admin fee / account holder | $241 | $437-44.7% | $15,912-98.5% | $430-43.9% |