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.
| Provider | Service type | Compensation |
|---|---|---|
ASHFORD/BERT REAMES1+ years Filed as: ASHFORD ADVISORS Service code 26 900 ASHWOOD PARKWAY SUITE 400 · ATLANTA, GA 30338 | Advisory (Participants) | $6,724 |
PCS RETIREMENT, LLC1+ years Filed as: PCS Service code 13 · EIN 82-2384824 | Contract Administrator | $6,421 |
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.
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 | $19,814 | $69,745-71.6% | $67,511-70.7% | $74,546-73.4% |
| Participation rate | 55.5% | 71.3%-15.9pp | 72.9%-17.4pp | 67.2%-11.7pp |
| Annual return | 0.00% | -40.37%+40.4pp | 3517.41%-3517.4pp | 1366.03%-1366.0pp |
| Employer contribution / active EE | $1,264 | $2,705-53.3% | $2,733-53.7% | $2,624-51.8% |
| Participant deferral / active EE | $1,112 | $3,636-69.4% | $4,000-72.2% | $4,347-74.4% |
| Admin fee / account holder | $178 | $894-80.1% | $3,999-95.5% | $1,944-90.8% |