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 7-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 |
|---|---|---|
CPS INVESTMENT ADVISORS4 years Service code 26 · EIN 59-2030217 | Advisory (Participants) | $62,167 |
PCS RETIREMENT, LLC1 year Filed as: PCS FINANCIAL SERVICES Service code 15 · EIN 27-1033755 | Recordkeeping | $50,336 |
ASCENSUS LLC4 years Service code 15 · EIN 82-3719843 | Recordkeeping | $7,423 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,216 | $52,208-67.0% | $86,612-80.1% | $74,419-76.9% |
| Participation rate | 93.8% | 66.3%+27.5pp | 71.7%+22.1pp | 70.7%+23.1pp |
| Annual return | 17.74% | 44.46%-26.7pp | 591.07%-573.3pp | 34.38%-16.6pp |
| Employer contribution / active EE | $1,533 | $2,282-32.8% | $3,022-49.3% | $2,637-41.9% |
| Participant deferral / active EE | $3,210 | $3,383-5.1% | $4,438-27.7% | $4,528-29.1% |
| Admin fee / account holder | $279 | $319-12.4% | $5,614-95.0% | $348-19.7% |