See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 9-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
PCS RETIREMENT, LLC2 years Service code 12 · EIN 23-3038464 | Claims processing; Participant commun... | $11,571 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,953 | $65,061-58.6% | $143,757-81.3% | $66,914-59.7% |
| Participation rate | 59.7% | 65.2%-5.5pp | 80.3%-20.6pp | 69.8%-10.1pp |
| Annual return | -16.40% | -11.14%-5.3pp | -0.04%-16.4pp | 1.58%-18.0pp |
| Employer contribution / active EE | $0 | $2,361-100.0% | $4,951-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $3,791 | $2,919+29.9% | $5,637-32.8% | $4,237-10.5% |
| Admin fee / account holder | $139 | $502-72.3% | $14,673-99.1% | $593-76.6% |