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 8-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 |
|---|---|---|
SOLTIS INVESTMENT ADVISORS7 years Service code 26 · EIN 87-0526413 | Advisory (Participants) | $132,867 |
PCS RETIREMENT, LLC1 year Filed as: PCS RETIREMENT Service code 13 · EIN 23-3038464 | Contract Administrator | $77,578 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,311 | $53,199-52.4% | $155,567-83.7% | $199,768-87.3% |
| Participation rate | 33.4% | 64.1%-30.7pp | 78.2%-44.8pp | 72.0%-38.6pp |
| Annual return | 14.34% | 41.17%-26.8pp | 64.74%-50.4pp | 34.26%-19.9pp |
| Employer contribution / active EE | $494 | $1,852-73.3% | $4,674-89.4% | $3,037-83.7% |
| Participant deferral / active EE | $2,020 | $3,163-36.1% | $5,628-64.1% | $5,090-60.3% |
| Admin fee / account holder | $108 | $186-41.6% | $15,916-99.3% | $269-59.7% |