Filed January 25, 2019
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 |
|---|---|---|
PCS RETIREMENT, LLC1 year Service code 12 · EIN 23-3038464 | Recordkeeping and information managem... | $28,457 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,934 | $69,477-20.9% | $94,646-42.0% | $71,457-23.1% |
| Participation rate | 85.7% | 78.4%+7.3pp | 80.8%+4.9pp | 67.9%+17.8pp |
| Annual return | 23.46% | 29.66%-6.2pp | 156.71%-133.3pp | 28.85%-5.4pp |
| Employer contribution / active EE | $3,413 | $2,853+19.6% | $3,672-7.1% | $2,588+31.9% |
| Participant deferral / active EE | $6,297 | $7,345-14.3% | $7,418-15.1% | $4,289+46.8% |
| Admin fee / account holder | $182 | $1,210-84.9% | $7,231-97.5% | $1,587-88.5% |