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 10-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, LLC4 years Filed as: PCS RETIREMENT LLC Service code 13 · EIN 23-3038464 | Contract Administrator | $86,065 |
SHAFFER CAPITAL ADVISERS, LLC10+ years Service code 28 550 POLARIS PARKWAY · WESTERVILLE, OH 43082 | Investment Management | $39,125 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,212 | $92,055-45.5% | $106,213-52.7% | $77,643-35.3% |
| Participation rate | 88.5% | 81.0%+7.5pp | 75.3%+13.2pp | 70.6%+17.9pp |
| Annual return | 11.95% | 17.91%-6.0pp | 116.14%-104.2pp | 31.24%-19.3pp |
| Employer contribution / active EE | $1,445 | $3,367-57.1% | $3,171-54.4% | $2,726-47.0% |
| Participant deferral / active EE | $3,470 | $5,386-35.6% | $5,016-30.8% | $4,647-25.3% |
| Admin fee / account holder | $281 | $219+28.3% | $11,033-97.5% | $430-34.7% |