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 FUNDS6 years Filed as: THE CAPITAL GROUP INVESTMENT ADVISO Service code 28 6720-B ROCKLEDGE DRIVE · BETHESDA, MD 20817 | Investment Management | $20,942 |
PCS RETIREMENT, LLC4 years Service code 13 · EIN 23-3038464 | Contract Administrator | $16,428 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $50,335 | $69,477-27.6% | $94,646-46.8% | $71,457-29.6% |
| Participation rate | 32.1% | 78.4%-46.3pp | 80.8%-48.7pp | 67.9%-35.8pp |
| Annual return | 15.36% | 29.66%-14.3pp | 156.71%-141.3pp | 28.85%-13.5pp |
| Employer contribution / active EE | $1,077 | $2,853-62.2% | $3,672-70.7% | $2,588-58.4% |
| Participant deferral / active EE | $3,257 | $7,345-55.7% | $7,418-56.1% | $4,289-24.1% |
| Admin fee / account holder | $398 | $1,210-67.1% | $7,231-94.5% | $1,587-75.0% |