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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $18,056 |
PCS RETIREMENT, LLC1 year Filed as: PCS RETIREMENT LLC Service code 13 · EIN 23-3038464 | Contract Administrator | $5,101 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,579 | $79,428-70.3% | $106,548-77.9% | $79,386-70.3% |
| Participation rate | 79.0% | 74.1%+4.8pp | 76.1%+2.8pp | 70.7%+8.3pp |
| Annual return | 16.41% | 18.27%-1.9pp | 26.80%-10.4pp | 116.85%-100.4pp |
| Employer contribution / active EE | $1,153 | $2,234-48.4% | $2,819-59.1% | $2,427-52.5% |
| Participant deferral / active EE | $2,117 | $3,823-44.6% | $4,398-51.9% | $4,046-47.7% |
| Admin fee / account holder | $133 | $523-74.6% | $7,407-98.2% | $626-78.8% |