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 8-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, LLC3 years Filed as: PCS RETIREMENT LLC Service code 13 · EIN 23-3038464 | Contract Administrator | $30,867 |
Filed as: WASHINGTON FINANCIAL GROUP, LLP Service code 27 1410 SPRING HILL ROAD · MCLEAN, VA 22102 | Advisory (Plan) | $28,647 |
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 | $52,793 | $101,317-47.9% | $146,958-64.1% | $74,495-29.1% |
| Participation rate | 76.8% | 75.5%+1.3pp | 82.2%-5.4pp | 67.2%+9.6pp |
| Annual return | 18.75% | 8730.91%-8712.2pp | 418.34%-399.6pp | 1364.94%-1346.2pp |
| Employer contribution / active EE | $3,225 | $3,810-15.4% | $4,933-34.6% | $2,623+23.0% |
| Participant deferral / active EE | $7,668 | $7,303+5.0% | $8,070-5.0% | $4,346+76.5% |
| Admin fee / account holder | $327 | $1,739-81.2% | $12,998-97.5% | $1,942-83.2% |