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, LLC1 year Filed as: PCS RETIREMENT LLC Service code 12 · EIN 23-3038464 | Recordkeeping fees; Participant commu... | $13,162 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,119 | $122,239-36.1% | $184,203-57.6% | $74,495+4.9% |
| Participation rate | 100.0% | 85.5%+14.5pp | 86.8%+13.2pp | 67.2%+32.8pp |
| Annual return | 17.53% | 19.95%-2.4pp | 28.81%-11.3pp | 1364.94%-1347.4pp |
| Employer contribution / active EE | $9,831 | $4,537+116.7% | $6,427+53.0% | $2,623+274.8% |
| Participant deferral / active EE | $13,575 | $7,139+90.2% | $9,131+48.7% | $4,346+212.4% |
| Admin fee / account holder | $75 | $1,260-94.0% | $13,901-99.5% | $1,942-96.1% |