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, LLC5 years Service code 13 · EIN 23-3038464 | Contract Administrator | $37,052 |
AMERICAN FUNDS2 years Filed as: THE CAPITAL GROUP Service code 28 6720B ROCKLEDGE DR. · BETHESDA, MD 20817 | Investment Management | $36,822 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,480 | $106,028-53.3% | $146,958-66.3% | $77,643-36.3% |
| Participation rate | 65.3% | 78.4%-13.0pp | 82.2%-16.8pp | 70.6%-5.2pp |
| Annual return | 20.45% | 56.73%-36.3pp | 418.34%-397.9pp | 31.24%-10.8pp |
| Employer contribution / active EE | $2,864 | $4,063-29.5% | $4,933-41.9% | $2,726+5.1% |
| Participant deferral / active EE | $6,726 | $7,990-15.8% | $8,070-16.6% | $4,647+44.7% |
| Admin fee / account holder | $268 | $337-20.7% | $12,998-97.9% | $430-37.8% |