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, LLC4 years Service code 13 · EIN 23-3038464 | Contract Administrator | $82,451 |
Service code 28 100 E 6 FORKS RD STE 200 · RALEIGH, NC 27609 | Investment Management | $42,670 |
PENSION ASSURANCE LLP2 years Filed as: PENSION ASSURANCE Service code 10 · EIN 30-0840934 | Accounting | $30,000 |
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.)
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 | $25,842 | $53,199-51.4% | $155,567-83.4% | $199,768-87.1% |
| Participation rate | 21.3% | 64.1%-42.8pp | 78.2%-56.9pp | 72.0%-50.7pp |
| Annual return | 12.90% | 41.17%-28.3pp | 64.74%-51.8pp | 34.26%-21.4pp |
| Employer contribution / active EE | $321 | $1,852-82.6% | $4,674-93.1% | $3,037-89.4% |
| Participant deferral / active EE | $1,265 | $3,163-60.0% | $5,628-77.5% | $5,090-75.1% |
| Admin fee / account holder | $301 | $186+62.1% | $15,916-98.1% | $269+11.8% |