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 | $25,798 |
Filed as: DIVERSIFIED FINANCIAL ADVISORS Service code 27 14323 SOUTH OUTER 40 ROAD · CHESTERFIELD, MO 63017 | Advisory (Plan) | $14,224 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,665 | $49,451-29.9% | $79,550-56.4% | $66,914-48.2% |
| Participation rate | 94.8% | 61.3%+33.4pp | 69.5%+25.3pp | 69.8%+25.0pp |
| Annual return | -15.92% | 84.25%-100.2pp | 0.16%-16.1pp | 1.58%-17.5pp |
| Employer contribution / active EE | $4,076 | $1,266+222.1% | $2,413+68.9% | $2,544+60.2% |
| Participant deferral / active EE | $2,343 | $3,159-25.8% | $3,985-41.2% | $4,237-44.7% |
| Admin fee / account holder | $250 | $595-57.9% | $6,832-96.3% | $593-57.8% |