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 |
|---|---|---|
Service code 26 800 WESTCHESTER AVENUE · RYE BROOK, NY 10573 | Advisory (Participants) | $45,453 |
PCS RETIREMENT, LLC2 years Service code 12 · EIN 23-3038464 | Participant communication; Recordkeep... | $25,234 |
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.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,072 | $130,194-28.5% | $169,993-45.2% | $71,457+30.2% |
| Participation rate | 72.0% | 86.1%-14.2pp | 87.0%-15.0pp | 67.9%+4.0pp |
| Annual return | 19.48% | 20.37%-0.9pp | 53.37%-33.9pp | 28.85%-9.4pp |
| Employer contribution / active EE | $472 | $4,381-89.2% | $6,785-93.0% | $2,588-81.8% |
| Participant deferral / active EE | $3,980 | $6,923-42.5% | $10,408-61.8% | $4,289-7.2% |
| Admin fee / account holder | $498 | $966-48.4% | $12,815-96.1% | $1,587-68.6% |