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, LLC4 years Filed as: PCS RETIREMENT LLC Service code 13 · EIN 23-3038464 | Contract Administrator | $15,119 |
CREATIVE PLANNING LLC8 years Filed as: CREATIVE FINANCIAL GROUP Service code 28 16 CAMPUS BOULEVARD · NEWTOWN SQUARE, PA 19073 | Investment Management | $10,734 |
NEWSQUARE CAPITAL, LLC7 years Service code 27 16 CAMPUS BLVD · NEWTOWN SQUARE, PA 19073 | Advisory (Plan) | $8,944 |
Participant 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,502 | $78,485-53.5% | $106,213-65.6% | $74,495-51.0% |
| Participation rate | 92.5% | 72.8%+19.6pp | 75.3%+17.2pp | 67.2%+25.3pp |
| Annual return | 9.80% | 15.95%-6.2pp | 116.14%-106.3pp | 1364.94%-1355.1pp |
| Employer contribution / active EE | $0 | $2,523-100.0% | $3,171-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $795 | $4,322-81.6% | $5,016-84.1% | $4,346-81.7% |
| Admin fee / account holder | $355 | $2,232-84.1% | $11,033-96.8% | $1,942-81.7% |