Filed March 8, 2021
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, LLC3 years Service code 15 · EIN 23-3038464 | Recordkeeping | $9,491 |
ASCENSUS LLC6 years Filed as: DWC ERISA CONSULTANTS Service code 13 · EIN 26-2091417 | Contract Administrator | $5,040 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,850 | $119,446-27.3% | $150,045-42.1% | $85,563+1.5% |
| Participation rate | 77.2% | 75.4%+1.8pp | 82.3%-5.1pp | 66.0%+11.2pp |
| Annual return | 20.07% | 23.72%-3.7pp | 62.55%-42.5pp | 31.51%-11.4pp |
| Employer contribution / active EE | $4,783 | $4,078+17.3% | $4,693+1.9% | $2,654+80.2% |
| Participant deferral / active EE | $9,711 | $7,985+21.6% | $7,997+21.4% | $4,375+122.0% |
| Admin fee / account holder | $39 | $548-92.9% | $13,435-99.7% | $834-95.3% |