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 |
|---|---|---|
EFFICIENT ADVISORS1 year Service code 28 1801 MARKET ST STE 1000 · PHILADELPHIA, PA 19103 | Investment Management | $16,449 |
PCS RETIREMENT, LLC1 year Service code 13 · EIN 23-3038464 | Contract Administrator | $15,449 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,439 | $78,672-74.0% | $109,143-81.3% | $85,850-76.2% |
| Participation rate | 95.2% | 68.3%+27.0pp | 75.9%+19.4pp | 69.3%+25.9pp |
| Annual return | 10.54% | 25.09%-14.5pp | 25.75%-15.2pp | 318.53%-308.0pp |
| Employer contribution / active EE | $20 | $2,735-99.3% | $3,722-99.5% | $2,565-99.2% |
| Participant deferral / active EE | $2,084 | $3,467-39.9% | $4,653-55.2% | $3,952-47.3% |
| Admin fee / account holder | $319 | $5,469-94.2% | $6,752-95.3% | $6,260-94.9% |