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 |
|---|---|---|
AMERICAN FUNDS3 years Filed as: THE CAPITAL GROUP INVESTMENT ADVISO Service code 28 6720-B ROCKLEDGE DRIVE · BETHESDA, MD 20817 | Investment Management | $19,186 |
PCS RETIREMENT, LLC1 year Service code 13 · EIN 23-3038464 | Contract Administrator | $12,781 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,001 | $66,813-52.1% | $100,516-68.2% | $73,488-56.5% |
| Participation rate | 72.5% | 77.5%-5.0pp | 79.4%-6.9pp | 70.7%+1.8pp |
| Annual return | 31.01% | 25.70%+5.3pp | 30.89%+0.1pp | 28.51%+2.5pp |
| Employer contribution / active EE | $2,494 | $2,147+16.2% | $3,418-27.0% | $2,270+9.9% |
| Participant deferral / active EE | $5,258 | $5,883-10.6% | $6,270-16.1% | $3,740+40.6% |
| Admin fee / account holder | $264 | $512-48.4% | $8,081-96.7% | $513-48.5% |