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 |
|---|---|---|
Filed as: ACROPOLIS INVESTMENT MANAGEMENT Service code 27 · EIN 32-0016216 | Advisory (Plan) | $60,382 |
PCS RETIREMENT, LLC5 years Filed as: PCS RETIREMENT Service code 15 · EIN 57-1198022 | Recordkeeping | $18,575 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,304 | $84,556-6.2% | $116,228-31.8% | $74,304+6.7% |
| Participation rate | 93.2% | 66.0%+27.2pp | 74.6%+18.7pp | 60.3%+32.9pp |
| Annual return | 12.73% | 18.35%-5.6pp | 90.06%-77.3pp | 29.43%-16.7pp |
| Employer contribution / active EE | $4,016 | $2,168+85.3% | $2,994+34.1% | $2,241+79.2% |
| Participant deferral / active EE | $3,225 | $3,814-15.4% | $4,953-34.9% | $3,767-14.4% |
| Admin fee / account holder | $399 | $3,792-89.5% | $11,989-96.7% | $2,969-86.6% |