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 |
|---|---|---|
BRINKER CAPITAL6 years Service code 28 · EIN 23-2829742 | Investment Management | $41,538 |
PCS RETIREMENT, LLC6 years Filed as: PCS RETIREMENT LLC Service code 13 · EIN 23-3038464 | Contract Administrator | $22,037 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,904 | $80,724-27.0% | $103,333-43.0% | $74,495-20.9% |
| Participation rate | 95.0% | 65.7%+29.3pp | 74.5%+20.5pp | 67.2%+27.8pp |
| Annual return | 12.66% | 27.56%-14.9pp | 24.88%-12.2pp | 1364.94%-1352.3pp |
| Employer contribution / active EE | $1,959 | $3,157-37.9% | $3,868-49.3% | $2,623-25.3% |
| Participant deferral / active EE | $5,916 | $3,860+53.2% | $5,057+17.0% | $4,346+36.1% |
| Admin fee / account holder | $317 | $2,368-86.6% | $8,355-96.2% | $1,942-83.7% |