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, LLC1 year Filed as: PCS RETIREMENT LLC Service code 13 · EIN 23-3038464 | Contract Administrator | $52,248 |
Filed as: ALLIANT WEALTH ADVISORS Service code 27 9161 LIBERIA AVENUE · MANASSAS, VA 20110 | Advisory (Plan) | $43,915 |
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 | $56,552 | $82,202-31.2% | $125,339-54.9% | $64,808-12.7% |
| Participation rate | 60.4% | 77.9%-17.5pp | 82.4%-22.0pp | 71.5%-11.1pp |
| Annual return | -15.48% | 3.48%-19.0pp | 572.05%-587.5pp | 32.82%-48.3pp |
| Employer contribution / active EE | $2,933 | $3,615-18.9% | $4,814-39.1% | $2,506+17.1% |
| Participant deferral / active EE | $7,080 | $7,175-1.3% | $7,446-4.9% | $4,310+64.3% |
| Admin fee / account holder | $345 | $163+111.1% | $10,010-96.6% | $188+83.5% |