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 8-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 |
|---|---|---|
Filed as: EVANS, BEEBE & FIELDS FINANCIAL GRO Service code 15 1683 WOODLANDS DRIVE · MAUMEE, OH 43537 | Recordkeeping | $97,478 |
PCS RETIREMENT, LLC1 year Service code 13 · EIN 23-3038464 | Contract Administrator | $37,791 |
BRINKER CAPITAL3 years Filed as: BRINKER CAPITAL INVESTMENTS, LLC Service code 28 · EIN 32-0070947 | Investment Management | $294 |
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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,322 | $50,815-38.4% | $155,509-79.9% | $77,643-59.7% |
| Participation rate | 60.0% | 63.1%-3.1pp | 78.2%-18.2pp | 70.6%-10.6pp |
| Annual return | 13.06% | 34.80%-21.7pp | 64.67%-51.6pp | 31.24%-18.2pp |
| Employer contribution / active EE | $1,472 | $1,993-26.1% | $4,672-68.5% | $2,726-46.0% |
| Participant deferral / active EE | $2,642 | $2,822-6.4% | $5,626-53.0% | $4,647-43.2% |
| Admin fee / account holder | $381 | $437-12.7% | $15,912-97.6% | $430-11.4% |