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 ADVISORS5 years Service code 26 · EIN 59-2030217 | Advisory (Participants) | $88,328 |
PCS RETIREMENT, LLC2 years Filed as: PCS FINANCIAL SERVICES Service code 15 · EIN 27-1033755 | Recordkeeping | $58,693 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,996 | $65,908-71.2% | $81,812-76.8% | $77,643-75.5% |
| Participation rate | 95.6% | 65.8%+29.8pp | 72.3%+23.3pp | 70.6%+25.1pp |
| Annual return | 16.32% | 26.64%-10.3pp | 773.79%-757.5pp | 31.24%-14.9pp |
| Employer contribution / active EE | $1,631 | $2,370-31.2% | $2,912-44.0% | $2,726-40.2% |
| Participant deferral / active EE | $3,567 | $3,505+1.8% | $4,319-17.4% | $4,647-23.2% |
| Admin fee / account holder | $258 | $526-51.0% | $7,386-96.5% | $430-40.1% |