See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
FCG INVESTMENT COMPANY3 years Service code 26 · EIN 84-5006323 | Advisory (Participants) | $33,276 |
PCS RETIREMENT, LLC1 year Filed as: PCS RETIREMENT Service code 64 · EIN 27-1033755 | Recordkeeping Fees | $7,996 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,751 | $84,487-10.3% | $125,339-39.6% | $66,914+13.2% |
| Participation rate | 84.1% | 76.4%+7.7pp | 82.4%+1.7pp | 69.8%+14.3pp |
| Annual return | -13.83% | -8.39%-5.4pp | 572.05%-585.9pp | 1.58%-15.4pp |
| Employer contribution / active EE | $0 | $3,553-100.0% | $4,814-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $6,182 | $6,781-8.8% | $7,446-17.0% | $4,237+45.9% |
| Admin fee / account holder | $374 | $685-45.4% | $10,010-96.3% | $593-36.9% |