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 8-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, LLC7 years Service code 13 · EIN 23-3038464 | Contract Administrator | $102,393 |
Filed as: HAUSER RETIREMENT SOLUTIONS, INC Service code 27 5905 E GALBRAITH RD, SUITE 9000 · CINCINNATI, OH 45236 | Advisory (Plan) | $22,879 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,294 | $57,610-89.1% | $154,803-95.9% | $102,872-93.9% |
| Participation rate | 28.8% | 59.5%-30.7pp | 78.1%-49.3pp | 73.0%-44.3pp |
| Annual return | 21.93% | 30.49%-8.6pp | 58.88%-36.9pp | 19.06%+2.9pp |
| Employer contribution / active EE | $0 | $1,883-100.0% | $4,305-100.0% | $3,526-100.0% |
| Participant deferral / active EE | $557 | $2,914-80.9% | $5,540-90.0% | $5,535-89.9% |
| Admin fee / account holder | $118 | $368-67.8% | $14,329-99.2% | $292-59.5% |