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, LLC3 years Filed as: PCS RETIREMENT LLC Service code 13 · EIN 23-3038464 | Contract Administrator | $23,807 |
BLACKBRIDGE FINANCIAL1 year Service code 27 3916 BALMORAL AVENUE · HARRISBURG, NC 28075 | Advisory (Plan) | $18,493 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $20,246 | $55,416-63.5% | $75,972-73.4% | $77,643-73.9% |
| Participation rate | 94.5% | 63.6%+30.9pp | 69.1%+25.4pp | 70.6%+23.9pp |
| Annual return | 20.30% | 17.07%+3.2pp | 359.55%-339.2pp | 31.24%-10.9pp |
| Employer contribution / active EE | $2,521 | $1,788+41.0% | $2,685-6.1% | $2,726-7.5% |
| Participant deferral / active EE | $4,800 | $3,447+39.3% | $4,255+12.8% | $4,647+3.3% |
| Admin fee / account holder | $125 | $414-69.8% | $6,467-98.1% | $430-71.0% |