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, LLC2 years Filed as: PCS RETIREMENT Service code 13 · EIN 23-3038464 | Contract Administrator | $16,038 |
SOLTIS INVESTMENT ADVISORS8 years Service code 26 · EIN 87-0526413 | Advisory (Participants) | $13,847 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,769 | $81,446-61.0% | $103,374-69.3% | $80,874-60.7% |
| Participation rate | 96.2% | 66.9%+29.3pp | 74.5%+21.6pp | 67.6%+28.5pp |
| Annual return | 11.28% | 25.57%-14.3pp | 24.89%-13.6pp | 35.62%-24.3pp |
| Employer contribution / active EE | $2,063 | $3,107-33.6% | $3,869-46.7% | $2,756-25.1% |
| Participant deferral / active EE | $4,169 | $3,870+7.7% | $5,058-17.6% | $4,297-3.0% |
| Admin fee / account holder | $175 | $6,715-97.4% | $8,394-97.9% | $6,935-97.5% |