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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 99 · EIN 22-3217322 29 SAWYER ROAD · WALTHAM, MA 024530081 | Other Fees | $0 |
GRANITE RETIREMENT7+ years Service code 15 50 JACKSON AVENUE · SYOSSET, NY 11791 | Recordkeeping | $0 |
MANCHESTER ADVISORS7+ years Service code 27 · EIN 21-1817908 3501 MASONS MILL ROAD · HUNTINGDON VALLEY, PA 19006 | Advisory (Plan) | $0 |
PCS RETIREMENT, LLC1 year Filed as: PCS RETIREMENT Service code 15 · EIN 23-3038464 9450 SW GEMINI DR. PMB 65198 · BEAVERTON, OR 970087105 | Recordkeeping | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $211,819 | $104,475+102.7% | $159,436+32.9% | $79,386+166.8% |
| Participation rate | 94.2% | 76.6%+17.6pp | 82.8%+11.4pp | 70.7%+23.5pp |
| Annual return | 11.02% | 67.95%-56.9pp | 263.57%-252.5pp | 116.85%-105.8pp |
| Employer contribution / active EE | $5,315 | $3,417+55.6% | $4,829+10.0% | $2,427+118.9% |
| Participant deferral / active EE | $8,820 | $6,467+36.4% | $7,352+20.0% | $4,046+118.0% |
| Admin fee / account holder | $903 | $711+27.0% | $10,799-91.6% | $626+44.2% |