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 13 · EIN 42-0127290 | Contract Administrator | $12,185 |
PCS RETIREMENT, LLC2 years Service code 15 · EIN 23-3038464 | Recordkeeping | $8,970 |
LIONSTREETFINANCIAL1 year Service code 26 · EIN 80-0842559 | Advisory (Participants) | $8,148 |
ARNOLD WARSHAVCHIK1 year Service code 13 · EIN 11-3034763 | Contract Administrator | $7,919 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,563 | $47,126-43.6% | $149,673-82.3% | $74,419-64.3% |
| Participation rate | 48.0% | 63.4%-15.4pp | 78.8%-30.7pp | 70.7%-22.7pp |
| Annual return | 38.64% | 22.75%+15.9pp | 134.42%-95.8pp | 34.38%+4.3pp |
| Employer contribution / active EE | $857 | $1,905-55.0% | $4,818-82.2% | $2,637-67.5% |
| Participant deferral / active EE | $2,718 | $2,728-0.4% | $5,680-52.1% | $4,528-40.0% |
| Admin fee / account holder | $234 | $343-31.7% | $13,210-98.2% | $348-32.8% |