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 12 · EIN 23-3038464 | Recordkeeping fees; Contract Administ... | $10,404 |
BRINKER CAPITAL1 year Filed as: BRINKER CAPITAL INVESTMENTS, LLC Service code 28 · EIN 32-0070947 | Investment Management | $7,684 |
Filed as: EAGLE STRATEGIES LLC Service code 27 51 MADISON AVE · NEW YORK, NY 10010 | Advisory (Plan) | $5,485 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,188 | $101,724-73.3% | $164,813-83.5% | $80,856-66.4% |
| Participation rate | 96.6% | 71.8%+24.8pp | 78.6%+18.0pp | 67.6%+29.0pp |
| Annual return | 10.30% | 16.72%-6.4pp | 69.93%-59.6pp | 35.59%-25.3pp |
| Employer contribution / active EE | $1,398 | $2,953-52.7% | $4,341-67.8% | $2,755-49.2% |
| Participant deferral / active EE | $3,086 | $4,477-31.1% | $6,031-48.8% | $4,296-28.2% |
| Admin fee / account holder | $259 | $8,227-96.9% | $12,690-98.0% | $6,918-96.3% |