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, LLC2 years Filed as: PCS RETIREMENT LLC Service code 13 · EIN 23-3038464 | Contract Administrator | $35,879 |
Filed as: SAVANT WEALTH MANAGEMENT Service code 27 190 BUCKLEY DR · ROCKFORD, IL 61107 | Advisory (Plan) | $30,841 |
Filed as: ALLIANT WEALTH ADVISORS Service code 28 9161 LIBERIA AVENUE · MANASSAS, VA 20110 | Investment Management | $29,015 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,495 | $95,274-25.0% | $135,903-47.4% | $74,419-3.9% |
| Participation rate | 59.7% | 78.2%-18.5pp | 81.9%-22.2pp | 70.7%-11.0pp |
| Annual return | 14.97% | 32.77%-17.8pp | 68.23%-53.3pp | 34.38%-19.4pp |
| Employer contribution / active EE | $2,726 | $3,874-29.6% | $4,856-43.9% | $2,637+3.4% |
| Participant deferral / active EE | $6,614 | $7,782-15.0% | $7,758-14.7% | $4,528+46.1% |
| Admin fee / account holder | $365 | $266+37.3% | $10,762-96.6% | $348+5.0% |