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 9-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 |
|---|---|---|
SUMMIT WEALTH GROUP1 year Service code 27 20 B HAMPTON ROAD · EXETER, NH 03833 | Advisory (Plan) | $30,583 |
PCS RETIREMENT, LLC4 years Service code 12 · EIN 23-3038464 | Consulting (pension); Copying and dup... | $21,941 |
BRINKER CAPITAL8+ years Service code 28 1055 WESTLAKE DRIVE · BERWYN, PA 19312 | Investment Management | $15,292 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $68,764 | $54,701+25.7% | $86,188-20.2% | $71,457-3.8% |
| Participation rate | 52.9% | 60.1%-7.2pp | 69.0%-16.0pp | 67.9%-15.0pp |
| Annual return | 15.14% | 20.06%-4.9pp | 1168.45%-1153.3pp | 28.85%-13.7pp |
| Employer contribution / active EE | $1,564 | $1,265+23.6% | $2,380-34.3% | $2,588-39.6% |
| Participant deferral / active EE | $2,730 | $3,108-12.2% | $3,985-31.5% | $4,289-36.4% |
| Admin fee / account holder | $565 | $1,922-70.6% | $6,852-91.8% | $1,587-64.4% |