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 7-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 Service code 15 · EIN 23-3038464 4010 BOY SCOUT BLVD., SUITE 450 · TAMPA, FL 33607 | Recordkeeping | $3,269,352 |
PENSIONONE ADVISORS, INC.5 years Service code 13 · EIN 20-1407640 | Contract Administrator | $35,372 |
Service code 26 · EIN 20-8077927 | Advisory (Participants) | $27,304 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,757 | $50,820-76.9% | $155,567-92.4% | $77,671-84.9% |
| Participation rate | 96.6% | 63.1%+33.5pp | 78.2%+18.4pp | 70.6%+26.0pp |
| Annual return | 10.60% | 34.85%-24.2pp | 64.74%-54.1pp | 31.21%-20.6pp |
| Employer contribution / active EE | $1,115 | $1,993-44.0% | $4,674-76.1% | $2,726-59.1% |
| Participant deferral / active EE | $2,924 | $2,823+3.6% | $5,628-48.0% | $4,648-37.1% |
| Admin fee / account holder | $173 | $436-60.4% | $15,916-98.9% | $430-59.9% |