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, LLC2 years Service code 13 · EIN 23-3038464 | Contract Administrator | $14,712 |
EFFICIENT ADVISORS2 years Service code 28 1801 MARKET ST STE 1000 · PHILADELPHIA, PA 19103 | Investment Management | $14,694 |
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 | $16,881 | $64,707-73.9% | $112,228-85.0% | $68,494-75.4% |
| Participation rate | 89.7% | 67.2%+22.6pp | 75.1%+14.7pp | 67.9%+21.9pp |
| Annual return | -12.01% | -11.40%-0.6pp | 27.45%-39.5pp | -7.84%-4.2pp |
| Employer contribution / active EE | $0 | $2,746-100.0% | $3,635-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,115 | $3,565-40.7% | $4,728-55.3% | $4,027-47.5% |
| Admin fee / account holder | $277 | $5,232-94.7% | $6,410-95.7% | $5,403-94.9% |