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, LLC4 years Filed as: PCS RETIREMENT LLC Service code 13 · EIN 23-3038464 | Contract Administrator | $45,669 |
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 | $26,490 | $92,055-71.2% | $106,213-75.1% | $77,643-65.9% |
| Participation rate | 96.5% | 81.0%+15.4pp | 75.3%+21.2pp | 70.6%+25.9pp |
| Annual return | 13.46% | 17.91%-4.4pp | 116.14%-102.7pp | 31.24%-17.8pp |
| Employer contribution / active EE | $2,041 | $3,367-39.4% | $3,171-35.6% | $2,726-25.1% |
| Participant deferral / active EE | $3,398 | $5,386-36.9% | $5,016-32.3% | $4,647-26.9% |
| Admin fee / account holder | $150 | $219-31.4% | $11,033-98.6% | $430-65.1% |