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 Filed as: PCS RETIREMENT LLC Service code 12 · EIN 23-3038464 | Consulting (pension); Copying and dup... | $27,831 |
BALDWIN & BALDWIN PLLC1 year Filed as: THE BALDWIN GROUP WEALTH ADVISORS, Service code 27 4211 W BOY SCOUT BLVD STE 800 · TAMPA, FL 33607 | Advisory (Plan) | $24,911 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $44,958 | $64,660-30.5% | $81,812-45.0% | - |
| Participation rate | 76.8% | 64.3%+12.5pp | 72.3%+4.4pp | - |
| Annual return | 12.51% | 13.48%-1.0pp | 773.79%-761.3pp | - |
| Employer contribution / active EE | $2,897 | $3,065-5.5% | $2,912-0.5% | - |
| Participant deferral / active EE | $2,910 | $3,215-9.5% | $4,319-32.6% | - |
| Admin fee / account holder | $412 | $2,218-81.4% | $7,386-94.4% | - |