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 4-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, LLC2 years Filed as: PCS RETIREMENT LLC Service code 13 · EIN 23-3038464 | Contract Administrator | $31,636 |
Filed as: GALLAGHER BENEFIT SERVICES, INC Service code 28 18201 VON KARMAN AVE STE 200 · IRVINE, CA 92612 | Investment Management | $22,736 |
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 | $42,216 | $106,028-60.2% | $146,958-71.3% | $77,643-45.6% |
| Participation rate | 85.4% | 78.4%+7.1pp | 82.2%+3.3pp | 70.6%+14.9pp |
| Annual return | 17.05% | 56.73%-39.7pp | 418.34%-401.3pp | 31.24%-14.2pp |
| Employer contribution / active EE | $3,204 | $4,063-21.1% | $4,933-35.0% | $2,726+17.5% |
| Participant deferral / active EE | $11,819 | $7,990+47.9% | $8,070+46.5% | $4,647+154.3% |
| Admin fee / account holder | $201 | $337-40.5% | $12,998-98.5% | $430-53.4% |