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 ADVISORS6 years Service code 26 · EIN 59-2030217 | Advisory (Participants) | $113,809 |
PCS RETIREMENT, LLC3 years Filed as: PCS FINANCIAL SERVICES Service code 15 · EIN 27-1033755 | Recordkeeping | $68,843 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,191 | $61,058-63.7% | $71,209-68.8% | $85,563-74.1% |
| Participation rate | 95.1% | 58.6%+36.5pp | 73.8%+21.3pp | 66.0%+29.1pp |
| Annual return | 13.51% | 100.41%-86.9pp | 282.51%-269.0pp | 31.51%-18.0pp |
| Employer contribution / active EE | $1,673 | $2,199-23.9% | $2,721-38.5% | $2,654-37.0% |
| Participant deferral / active EE | $3,580 | $3,173+12.8% | $4,175-14.3% | $4,375-18.2% |
| Admin fee / account holder | $291 | $855-66.0% | $5,349-94.6% | $834-65.1% |