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 | $17,811 |
MAGNUS FINANCIAL GROUP LLC6 years Filed as: MAGNUS FINANCIAL GROUP Service code 27 210 NORTH STATE LINE AVENUE · TEXARKANA, AR 71854 | Advisory (Plan) | $10,999 |
BRINKER CAPITAL8+ years Filed as: BRINKER CAPITAL, INC. Service code 28 1055 WESTLAKE DRIVE · BERWYN, PA 19312 | Investment Management | $2,671 |
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.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $43,654 | $37,393+16.7% | $77,024-43.3% | $66,914-34.8% |
| Participation rate | 40.7% | 52.9%-12.1pp | 67.9%-27.2pp | 69.8%-29.1pp |
| Annual return | -12.73% | -3.29%-9.4pp | 42.32%-55.0pp | 1.58%-14.3pp |
| Employer contribution / active EE | $1,096 | $1,531-28.4% | $2,812-61.0% | $2,544-56.9% |
| Participant deferral / active EE | $1,739 | $2,617-33.6% | $4,426-60.7% | $4,237-59.0% |
| Admin fee / account holder | $477 | $567-15.8% | $5,425-91.2% | $593-19.6% |