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 | Claims processing; Consulting (pensio... | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,255 | $102,553-43.2% | $151,611-61.6% | $66,914-12.9% |
| Participation rate | 100.0% | 85.5%+14.5pp | 87.5%+12.5pp | 69.8%+30.2pp |
| Annual return | -18.99% | -10.82%-8.2pp | 3.33%-22.3pp | 1.58%-20.6pp |
| Employer contribution / active EE | $406 | $4,180-90.3% | $6,166-93.4% | $2,544-84.0% |
| Participant deferral / active EE | $3,480 | $6,641-47.6% | $8,363-58.4% | $4,237-17.9% |
| Admin fee / account holder | $386 | $630-38.7% | $11,616-96.7% | $593-34.9% |