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 REAMES2+ years Filed as: ASHFORD ADVISORS Service code 26 900 ASHWOOD PARKWAY SUITE 400 · ATLANTA, GA 30338 | Advisory (Participants) | $20,541 |
PCS RETIREMENT, LLC2+ years Filed as: PCS Service code 13 · EIN 82-2384824 | Contract Administrator | $9,934 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,538 | $67,984-62.4% | $65,493-61.0% | $74,304-65.6% |
| Participation rate | 61.6% | 66.3%-4.7pp | 73.1%-11.5pp | 60.3%+1.3pp |
| Annual return | 19.25% | 19.87%-0.6pp | 982.45%-963.2pp | 29.43%-10.2pp |
| Employer contribution / active EE | $1,465 | $2,491-41.2% | $2,574-43.1% | $2,241-34.6% |
| Participant deferral / active EE | $1,330 | $3,346-60.3% | $3,961-66.4% | $3,767-64.7% |
| Admin fee / account holder | $296 | $1,373-78.4% | $5,028-94.1% | $2,969-90.0% |