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 10-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 | $32,848 |
BRINKER CAPITAL5 years Service code 28 · EIN 23-2829742 | Investment Management | $25,931 |
Filed as: EAGLE STRATEGIES LLC Service code 28 51 MADISON AVE · NEW YORK, NY 10010 | Investment Management | $5,989 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,703 | $63,442-51.6% | $68,791-55.4% | $66,914-54.1% |
| Participation rate | 88.7% | 60.0%+28.7pp | 69.0%+19.6pp | 69.8%+18.9pp |
| Annual return | -16.18% | -8.29%-7.9pp | -6.38%-9.8pp | 1.58%-17.8pp |
| Employer contribution / active EE | $2,439 | $1,775+37.4% | $2,655-8.1% | $2,544-4.1% |
| Participant deferral / active EE | $4,950 | $2,945+68.1% | $3,941+25.6% | $4,237+16.8% |
| Admin fee / account holder | $266 | $577-53.9% | $4,932-94.6% | $593-55.2% |