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 13 · EIN 23-3038464 | Contract Administrator | $54,452 |
NEWSQUARE CAPITAL, LLC3 years Service code 27 · EIN 27-1238163 | Advisory (Plan) | $38,260 |
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 | $213,592 | $132,049+61.8% | $200,582+6.5% | $74,304+187.5% |
| Participation rate | 95.8% | 84.1%+11.7pp | 86.9%+8.9pp | 60.3%+35.4pp |
| Annual return | 24.91% | 22.22%+2.7pp | 42.33%-17.4pp | 29.43%-4.5pp |
| Employer contribution / active EE | $6,247 | $4,558+37.1% | $6,419-2.7% | $2,241+178.7% |
| Participant deferral / active EE | $17,422 | $7,213+141.5% | $9,331+86.7% | $3,767+362.5% |
| Admin fee / account holder | $648 | $2,405-73.0% | $16,305-96.0% | $2,969-78.2% |