See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
EFFICIENET ADVISORS1 year Service code 28 6338 SNIDER RD UNIT 135 · MASON, OH 45040 | Investment Management | $27,490 |
PCS RETIREMENT, LLC1 year Filed as: PCS RETIREMENT SERVICES Service code 12 · EIN 23-3038464 | Consulting (pension); Copying and dup... | $11,090 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,761 | $46,292+29.1% | $143,757-58.4% | $64,808-7.8% |
| Participation rate | 20.0% | 64.2%-44.2pp | 80.3%-60.3pp | 71.5%-51.5pp |
| Annual return | -11.37% | -10.05%-1.3pp | -0.04%-11.3pp | 32.82%-44.2pp |
| Employer contribution / active EE | $0 | $1,910-100.0% | $4,951-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $1,378 | $2,646-47.9% | $5,637-75.6% | $4,310-68.0% |
| Admin fee / account holder | $259 | $154+68.4% | $14,673-98.2% | $188+37.9% |