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, LLC1 year Filed as: PCS RETIREMENT LLC Service code 13 · EIN 23-3038464 | Contract Administrator | $39,876 |
NEWSQUARE CAPITAL, LLC1 year Filed as: NEW SQUARE CAPITAL LLC Service code 27 · EIN 27-1238163 | Advisory (Plan) | $14,852 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,116 | $84,487-59.6% | $125,339-72.8% | $66,914-49.0% |
| Participation rate | 86.1% | 76.4%+9.7pp | 82.4%+3.8pp | 69.8%+16.3pp |
| Annual return | 59.84% | -8.39%+68.2pp | 572.05%-512.2pp | 1.58%+58.3pp |
| Employer contribution / active EE | $3,189 | $3,553-10.3% | $4,814-33.8% | $2,544+25.3% |
| Participant deferral / active EE | $6,013 | $6,781-11.3% | $7,446-19.3% | $4,237+41.9% |
| Admin fee / account holder | $216 | $685-68.4% | $10,010-97.8% | $593-63.5% |