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.
| Provider | Service type | Compensation |
|---|---|---|
PCS RETIREMENT, LLC2+ years Filed as: PCS RETIREMENT LLC Service code 12 · EIN 23-3038464 | Recordkeeping fees; Claims processing... | $45,213 |
BALDWIN & BALDWIN PLLC1 year Filed as: THE BALDWIN GROUP WEALTH ADVISORS, Service code 15 4211 W BOY SCOUT BLVD STE 800 · TAMPA, FL 33607 | Recordkeeping | $33,266 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $34,838 | $44,960-22.5% | $84,966-59.0% | $74,495-53.2% |
| Participation rate | 45.7% | 49.4%-3.6pp | 67.5%-21.8pp | 67.2%-21.5pp |
| Annual return | 10.42% | 26.24%-15.8pp | 66.38%-56.0pp | 1364.94%-1354.5pp |
| Employer contribution / active EE | $2,479 | $1,457+70.1% | $2,727-9.1% | $2,623-5.5% |
| Participant deferral / active EE | $2,278 | $2,731-16.6% | $4,519-49.6% | $4,346-47.6% |
| Admin fee / account holder | $360 | $2,209-83.7% | $6,149-94.1% | $1,942-81.5% |