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 |
|---|---|---|
BRINKER CAPITAL6 years Service code 28 · EIN 23-2829742 | Investment Management | $0 |
Filed as: EAGLE STRATEGIES LLC Service code 28 51 MADISON AVE · NEW YORK, NY 10010 | Investment Management | $0 |
PCS RETIREMENT, LLC3 years Filed as: PCS RETIREMENT LLC Service code 13 · EIN 23-3038464 | Contract Administrator | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,012 | $51,045-21.6% | $70,515-43.3% | $71,457-44.0% |
| Participation rate | 87.6% | 59.4%+28.1pp | 68.3%+19.2pp | 67.9%+19.6pp |
| Annual return | 15.09% | 42.63%-27.5pp | 32.77%-17.7pp | 28.85%-13.8pp |
| Employer contribution / active EE | $2,806 | $1,790+56.8% | $2,973-5.6% | $2,588+8.5% |
| Participant deferral / active EE | $5,810 | $3,026+92.0% | $4,567+27.2% | $4,289+35.5% |
| Admin fee / account holder | $290 | $1,994-85.5% | $6,412-95.5% | $1,587-81.7% |