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 |
|---|---|---|
GREYSTONE CONSULTING2 years Filed as: GREYSTONE FINANCIAL GROUP LLC Service code 28 824 E STREET · SAN RAFAEL, CA 94901 | Investment Management | $22,579 |
PCS RETIREMENT, LLC3 years Service code 13 · EIN 23-3038464 | Contract Administrator | $11,238 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,247 | $73,867-37.4% | $143,757-67.8% | $68,494-32.5% |
| Participation rate | 39.1% | 66.7%-27.5pp | 80.3%-41.2pp | 67.9%-28.8pp |
| Annual return | -15.99% | 1.01%-17.0pp | -0.04%-15.9pp | -7.84%-8.1pp |
| Employer contribution / active EE | $1,445 | $3,184-54.6% | $4,951-70.8% | $2,596-44.3% |
| Participant deferral / active EE | $2,426 | $3,384-28.3% | $5,637-57.0% | $4,027-39.8% |
| Admin fee / account holder | $625 | $5,755-89.1% | $14,673-95.7% | $5,403-88.4% |