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, LLC3 years Service code 13 · EIN 23-3038464 | Contract Administrator | $22,908 |
AMERICAN FUNDS5 years Filed as: THE CAPITAL GROUP INVESTMENT ADVISO Service code 28 6720-B ROCKLEDGE DRIVE · BETHESDA, MD 20817 | Investment Management | $16,768 |
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 | $33,676 | $59,107-43.0% | $86,436-61.0% | $68,494-50.8% |
| Participation rate | 64.4% | 75.2%-10.9pp | 80.3%-15.9pp | 67.9%-3.5pp |
| Annual return | -17.78% | -0.23%-17.5pp | 4394.89%-4412.7pp | -7.84%-9.9pp |
| Employer contribution / active EE | $3,688 | $2,519+46.4% | $3,769-2.1% | $2,596+42.1% |
| Participant deferral / active EE | $8,635 | $5,901+46.3% | $6,952+24.2% | $4,027+114.4% |
| Admin fee / account holder | $328 | $5,637-94.2% | $6,731-95.1% | $5,403-93.9% |