Filed April 17, 2025 (most recent of 2 filings on file)
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 4-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 | Claims processing; Consulting (pensio... | $8,432 |
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 | $52,915 | $110,094-51.9% | $151,611-65.1% | $68,494-22.7% |
| Participation rate | 76.5% | 84.0%-7.5pp | 87.5%-11.0pp | 67.9%+8.6pp |
| Annual return | -13.50% | -10.12%-3.4pp | 3.33%-16.8pp | -7.84%-5.7pp |
| Employer contribution / active EE | $2,524 | $4,471-43.6% | $6,166-59.1% | $2,596-2.8% |
| Participant deferral / active EE | $5,264 | $6,527-19.3% | $8,363-37.1% | $4,027+30.7% |
| Admin fee / account holder | $401 | $7,719-94.8% | $11,616-96.5% | $5,403-92.6% |