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, LLC3 years Filed as: PCS RETIREMENT Service code 13 · EIN 23-3038464 | Contract Administrator | $26,641 |
Filed as: DIVERSIFIED FINANCIAL ADVISORS Service code 27 14323 SOUTH OUTER 40 ROAD · CHESTERFIELD, MO 63017 | Advisory (Plan) | $20,084 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,038 | $54,701-30.5% | $86,188-55.9% | $71,457-46.8% |
| Participation rate | 89.3% | 60.1%+29.2pp | 69.0%+20.3pp | 67.9%+21.4pp |
| Annual return | 16.64% | 20.06%-3.4pp | 1168.45%-1151.8pp | 28.85%-12.2pp |
| Employer contribution / active EE | $4,413 | $1,265+248.8% | $2,380+85.4% | $2,588+70.6% |
| Participant deferral / active EE | $2,494 | $3,108-19.8% | $3,985-37.4% | $4,289-41.9% |
| Admin fee / account holder | $276 | $1,922-85.6% | $6,852-96.0% | $1,587-82.6% |