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 | $36,697 |
NEWSQUARE CAPITAL, LLC2 years Filed as: NEW SQUARE CAPITAL LLC Service code 27 · EIN 27-1238163 | Advisory (Plan) | $21,507 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,688 | $95,274-59.4% | $135,903-71.5% | $74,419-48.0% |
| Participation rate | 83.0% | 78.2%+4.8pp | 81.9%+1.1pp | 70.7%+12.3pp |
| Annual return | 27.04% | 32.77%-5.7pp | 68.23%-41.2pp | 34.38%-7.3pp |
| Employer contribution / active EE | $2,796 | $3,874-27.8% | $4,856-42.4% | $2,637+6.0% |
| Participant deferral / active EE | $5,231 | $7,782-32.8% | $7,758-32.6% | $4,528+15.5% |
| Admin fee / account holder | $190 | $266-28.8% | $10,762-98.2% | $348-45.5% |