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 |
|---|---|---|
CPS INVESTMENT ADVISORS7 years Service code 26 · EIN 59-2030217 | Advisory (Participants) | $192,648 |
PCS RETIREMENT, LLC2 years Filed as: PCS FINANCIAL SERVICES Service code 15 · EIN 27-1033755 | Recordkeeping | $7,020 |
Filed as: MID ATLANTIC TRUST COMPANY Service code 15 · EIN 27-3169253 | Recordkeeping | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,753 | $82,917-49.6% | $103,333-59.6% | $77,643-46.2% |
| Participation rate | 73.8% | 71.6%+2.3pp | 74.5%-0.7pp | 70.6%+3.2pp |
| Annual return | 16.15% | 19.13%-3.0pp | 24.88%-8.7pp | 31.24%-15.1pp |
| Employer contribution / active EE | $3,206 | $3,552-9.7% | $3,868-17.1% | $2,726+17.6% |
| Participant deferral / active EE | $5,092 | $4,108+23.9% | $5,057+0.7% | $4,647+9.6% |
| Admin fee / account holder | $473 | $638-25.9% | $8,355-94.3% | $430+9.9% |