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 Service code 12 · EIN 23-3038464 | Contract Administrator; Claims proces... | $57,645 |
Filed as: DIVERSIFIED FINANCIAL ADVISORS INC. Service code 27 14323 SOUTH OUTER FORTY DR. · CHESTERFIELD, MO 63017 | Advisory (Plan) | $54,827 |
ARMANINO LLP4 years Service code 10 · EIN 33-2514127 | Accounting | $10,175 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,679 | $59,417+35.8% | $93,606-13.8% | $74,495+8.3% |
| Participation rate | 78.9% | 59.7%+19.3pp | 68.7%+10.2pp | 67.2%+11.7pp |
| Annual return | 18.38% | 81.83%-63.5pp | 133.20%-114.8pp | 1364.94%-1346.6pp |
| Employer contribution / active EE | $1,256 | $1,264-0.6% | $2,420-48.1% | $2,623-52.1% |
| Participant deferral / active EE | $5,604 | $3,050+83.7% | $4,411+27.0% | $4,346+28.9% |
| Admin fee / account holder | $560 | $3,021-81.5% | $8,285-93.2% | $1,942-71.2% |