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 10-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, LLC5 years Filed as: PCS RETIREMENT LLC Service code 13 · EIN 23-3038464 | Contract Administrator | $16,558 |
JOHANSON & YAU7 years Filed as: JOHANSON & YAU ACCOUNTANCY CORP Service code 10 · EIN 94-2702860 | Accounting | $14,750 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $281,192 | $101,317+177.5% | $146,958+91.3% | $74,495+277.5% |
| Participation rate | 96.2% | 75.5%+20.7pp | 82.2%+14.1pp | 67.2%+29.0pp |
| Annual return | 15.53% | 8730.91%-8715.4pp | 418.34%-402.8pp | 1364.94%-1349.4pp |
| Employer contribution / active EE | $3,618 | $3,810-5.1% | $4,933-26.7% | $2,623+37.9% |
| Participant deferral / active EE | $11,584 | $7,303+58.6% | $8,070+43.5% | $4,346+166.6% |
| Admin fee / account holder | $185 | $1,739-89.3% | $12,998-98.6% | $1,942-90.5% |