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 LLC Service code 13 · EIN 23-3038464 | Contract Administrator | $28,716 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,292 | $72,607-76.2% | $90,749-80.9% | $66,914-74.2% |
| Participation rate | 91.6% | 73.7%+18.0pp | 75.7%+15.9pp | 69.8%+21.8pp |
| Annual return | -16.72% | -12.28%-4.4pp | -12.16%-4.6pp | 1.58%-18.3pp |
| Employer contribution / active EE | $1,657 | $2,369-30.0% | $2,921-43.3% | $2,544-34.9% |
| Participant deferral / active EE | $2,830 | $3,977-28.8% | $4,564-38.0% | $4,237-33.2% |
| Admin fee / account holder | $121 | $707-82.9% | $8,445-98.6% | $593-79.7% |