See peer percentile detail with Solo.
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.
See the 9-year trajectory with Solo.
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 |
|---|---|---|
PCS RETIREMENT, LLC2 years Service code 12 · EIN 23-3038464 | Recordkeeping fees; Consulting (gener... | $42,892 |
INR ADVISORS2 years Service code 27 · EIN 23-2692804 115 W STATE STREET · MEDIA, PA 19063 | Advisory (Plan) | $28,139 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,655 | $83,884-67.0% | $64,056-56.8% | $74,419-62.8% |
| Participation rate | 39.1% | 76.6%-37.5pp | 72.3%-33.2pp | 70.7%-31.6pp |
| Annual return | 17.06% | 16.57%+0.5pp | 33.69%-16.6pp | 34.38%-17.3pp |
| Employer contribution / active EE | $946 | $3,084-69.3% | $2,747-65.6% | $2,637-64.1% |
| Participant deferral / active EE | $1,750 | $3,692-52.6% | $3,880-54.9% | $4,528-61.3% |
| Admin fee / account holder | $198 | $196+0.9% | $3,068-93.6% | $348-43.1% |