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 3-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, LLC2 years Filed as: PCS RETIREMENT, LLC. Service code 13 · EIN 23-3038464 | Contract Administrator | $44,994 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC CAPITAL ADVISORS Service code 27 20 SOUTH LIMESTONE STREET · SPRINGFIELD, OH 45502 | Advisory (Plan) | $17,866 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,522 | $125,758-96.4% | $169,993-97.3% | $75,163-94.0% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | -124.17% | 27.20%-151.4pp | 53.37%-177.5pp | 160.62%-284.8pp |
| Employer contribution / active EE | $20,817 | $4,615+351.1% | $6,785+206.8% | $2,670+679.7% |
| Participant deferral / active EE | $30,575 | $6,837+347.2% | $10,408+193.8% | $4,125+641.2% |
| Admin fee / account holder | $2,303 | $8,173-71.8% | $12,815-82.0% | $5,651-59.2% |