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) | $55,094 |
PCS RETIREMENT, LLC3 years Service code 12 · EIN 23-3038464 | Claims processing; Participant loan p... | $25,914 |
THE BENEFIT PRACTICE1 year Service code 49 1055 WASHING BLVD · STAMFORD, CT 06901 | Other Services | $3,800 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,282 | $122,239-16.3% | $184,203-44.5% | $74,495+37.3% |
| Participation rate | 64.2% | 85.5%-21.3pp | 86.8%-22.6pp | 67.2%-3.0pp |
| Annual return | 15.81% | 19.95%-4.1pp | 28.81%-13.0pp | 1364.94%-1349.1pp |
| Employer contribution / active EE | $435 | $4,537-90.4% | $6,427-93.2% | $2,623-83.4% |
| Participant deferral / active EE | $3,513 | $7,139-50.8% | $9,131-61.5% | $4,346-19.2% |
| Admin fee / account holder | $624 | $1,260-50.5% | $13,901-95.5% | $1,942-67.9% |