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 10-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, LLC1 year Service code 12 · EIN 23-3038464 | Participant communication; Consulting... | $29,531 |
JFS WEALTH ADVISORS1 year Service code 16 · EIN 20-8161914 2005 S. EASTON ROAD · DOYLESTOWN, PA 18901 | Consulting | $17,910 |
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 | $100,797 | $82,664+21.9% | $125,339-19.6% | $68,494+47.2% |
| Participation rate | 88.0% | 75.0%+13.0pp | 82.4%+5.7pp | 67.9%+20.2pp |
| Annual return | -15.26% | -5.97%-9.3pp | 572.05%-587.3pp | -7.84%-7.4pp |
| Employer contribution / active EE | $829 | $3,381-75.5% | $4,814-82.8% | $2,596-68.1% |
| Participant deferral / active EE | $7,086 | $6,110+16.0% | $7,446-4.8% | $4,027+75.9% |
| Admin fee / account holder | $415 | $6,275-93.4% | $10,010-95.9% | $5,403-92.3% |