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 |
|---|---|---|
IFA BENEFITS, LLC2 years Service code 27 1000 GERMANTOWN PIKE C1 · PLYMOUTH MEETING, PA 19462 | Advisory (Plan) | $23,176 |
PCS RETIREMENT, LLC2 years Filed as: PCS RETIREMENT LLC Service code 13 · EIN 23-3038464 | Contract Administrator | $10,774 |
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.
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 | $181,432 | $65,390+177.5% | $169,368+7.1% | $71,457+153.9% |
| Participation rate | 75.5% | 67.0%+8.5pp | 77.1%-1.7pp | 67.9%+7.6pp |
| Annual return | 13.35% | 21.31%-8.0pp | 405.60%-392.3pp | 28.85%-15.5pp |
| Employer contribution / active EE | $2,821 | $2,079+35.7% | $4,013-29.7% | $2,588+9.0% |
| Participant deferral / active EE | $11,391 | $4,367+160.8% | $6,221+83.1% | $4,289+165.6% |
| Admin fee / account holder | $592 | $1,324-55.3% | $9,003-93.4% | $1,587-62.7% |