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, LLC1 year Service code 13 1801 MARKET STREET · PHILADELPHIA, PA 19103 | Contract Administrator | $9,851 |
BRINKER CAPITAL1 year Service code 28 · EIN 23-2829742 | Investment Management | $7,404 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $16,099 | $46,722-65.5% | $130,648-87.7% | $65,185-75.3% |
| Participation rate | 30.8% | 60.9%-30.1pp | 71.7%-40.9pp | 70.2%-39.4pp |
| Annual return | 18.68% | 24.17%-5.5pp | 1708.96%-1690.3pp | 29.38%-10.7pp |
| Employer contribution / active EE | $12 | $1,488-99.2% | $4,092-99.7% | $2,177-99.5% |
| Participant deferral / active EE | $1,159 | $2,545-54.5% | $3,603-67.8% | $3,514-67.0% |
| Admin fee / account holder | $350 | $453-22.8% | $5,464-93.6% | $847-58.7% |