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, LLC2 years Filed as: PCS RETIREMENT LLC Service code 37 · EIN 23-3038464 | Loan Processing | $16,592 |
NEWSQUARE CAPITAL, LLC6 years Filed as: NEWSQUARE CAPITAL LLC Service code 27 · EIN 27-1238163 | Advisory (Plan) | $15,088 |
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 | $40,833 | $78,485-48.0% | $106,213-61.6% | $74,495-45.2% |
| Participation rate | 93.0% | 72.8%+20.2pp | 75.3%+17.7pp | 67.2%+25.8pp |
| Annual return | 9.22% | 15.95%-6.7pp | 116.14%-106.9pp | 1364.94%-1355.7pp |
| Employer contribution / active EE | $1,179 | $2,523-53.3% | $3,171-62.8% | $2,623-55.0% |
| Participant deferral / active EE | $3,777 | $4,322-12.6% | $5,016-24.7% | $4,346-13.1% |
| Admin fee / account holder | $137 | $2,232-93.9% | $11,033-98.8% | $1,942-93.0% |