Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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, LLC4 years Filed as: PCS RETIREMENT LLC Service code 13 · EIN 23-3038464 | Contract Administrator | $26,230 |
Filed as: RAYMOND JAMES FINANCIAL SERVICES AD Service code 27 880 CARILLON PKWY · SAINT PETERSBURG, FL 33716 | Advisory (Plan) | $23,995 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,528 | $101,499-77.8% | $147,005-84.7% | $74,546-69.8% |
| Participation rate | 79.9% | 75.5%+4.4pp | 82.2%-2.3pp | 67.2%+12.7pp |
| Annual return | 12.79% | 8732.34%-8719.6pp | 418.76%-406.0pp | 1366.03%-1353.2pp |
| Employer contribution / active EE | $2,773 | $3,811-27.2% | $4,934-43.8% | $2,624+5.7% |
| Participant deferral / active EE | $2,148 | $7,304-70.6% | $8,070-73.4% | $4,347-50.6% |
| Admin fee / account holder | $168 | $1,748-90.4% | $13,006-98.7% | $1,944-91.4% |