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 |
|---|---|---|
MAGNUS FINANCIAL GROUP LLC5 years Filed as: MAGNUS FINANCIAL GROUP Service code 27 210 NORTH STATE LINE AVENUE · TEXARKANA, AR 71854 | Advisory (Plan) | $17,893 |
PCS RETIREMENT, LLC1 year Filed as: PCS RETIREMENT LLC Service code 13 · EIN 23-3038464 | Contract Administrator | $17,582 |
BRINKER CAPITAL7+ years Filed as: BRINKER CAPITAL, INC. Service code 28 1055 WESTLAKE DRIVE · BERWYN, PA 19312 | Investment Management | $10,055 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,191 | $79,694-44.5% | $96,139-54.0% | $79,386-44.3% |
| Participation rate | 46.2% | 54.0%-7.8pp | 68.4%-22.2pp | 70.7%-24.5pp |
| Annual return | 10.45% | 40.84%-30.4pp | 191.94%-181.5pp | 116.85%-106.4pp |
| Employer contribution / active EE | $1,293 | $1,443-10.4% | $2,797-53.8% | $2,427-46.7% |
| Participant deferral / active EE | $1,785 | $2,539-29.7% | $4,349-58.9% | $4,046-55.9% |
| Admin fee / account holder | $500 | $630-20.7% | $5,537-91.0% | $626-20.2% |