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.
See the 5-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
PCS RETIREMENT, LLC1 year Filed as: PCS RETIREMENT LLC Service code 13 · EIN 23-3038464 | Contract Administrator | $9,004 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,891 | $65,061-90.9% | $143,757-95.9% | $66,914-91.2% |
| Participation rate | 85.8% | 65.2%+20.6pp | 80.3%+5.5pp | 69.8%+16.0pp |
| Annual return | 4.88% | -11.14%+16.0pp | -0.04%+4.9pp | 1.58%+3.3pp |
| Employer contribution / active EE | $1,026 | $2,361-56.5% | $4,951-79.3% | $2,544-59.7% |
| Participant deferral / active EE | $2,578 | $2,919-11.7% | $5,637-54.3% | $4,237-39.1% |
| Admin fee / account holder | $63 | $502-87.5% | $14,673-99.6% | $593-89.5% |