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 Filed as: PCS RETIREMENT LLC Service code 13 · EIN 23-3038464 | Contract Administrator | $23,839 |
IFA BENEFITS, LLC1 year Service code 27 1000 GERMANTOWN PIKE C1 · PLYMOUTH MEETING, PA 19462 | Advisory (Plan) | $18,022 |
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.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $159,471 | $59,159+169.6% | $159,960-0.3% | $66,914+138.3% |
| Participation rate | 58.4% | 68.1%-9.7pp | 78.0%-19.6pp | 69.8%-11.4pp |
| Annual return | -13.54% | -12.26%-1.3pp | 408.60%-422.1pp | 1.58%-15.1pp |
| Employer contribution / active EE | $1,204 | $1,983-39.3% | $4,226-71.5% | $2,544-52.7% |
| Participant deferral / active EE | $5,507 | $4,395+25.3% | $6,182-10.9% | $4,237+30.0% |
| Admin fee / account holder | $561 | $591-5.0% | $8,698-93.5% | $593-5.4% |