Filed September 14, 2022
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 |
|---|---|---|
Filed as: ALLIANT WEALTH ADVISORS Service code 28 · EIN 80-0575600 | Investment Management | $38,631 |
PCS RETIREMENT, LLC6 years Service code 12 1801 MARKET STREET · PHILADELPHIA, PA 19103 | Recordkeeping and information managem... | $20,107 |
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 | $90,485 | $122,239-26.0% | $184,203-50.9% | $74,495+21.5% |
| Participation rate | 96.5% | 85.5%+11.0pp | 86.8%+9.7pp | 67.2%+29.3pp |
| Annual return | 12.16% | 19.95%-7.8pp | 28.81%-16.7pp | 1364.94%-1352.8pp |
| Employer contribution / active EE | $3,496 | $4,537-23.0% | $6,427-45.6% | $2,623+33.3% |
| Participant deferral / active EE | $9,733 | $7,139+36.3% | $9,131+6.6% | $4,346+124.0% |
| Admin fee / account holder | $398 | $1,260-68.4% | $13,901-97.1% | $1,942-79.5% |