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 |
|---|---|---|
Service code 27 2403 MOORES LN · TEXARKANA, TX 75503 | Advisory (Plan) | $25,583 |
PCS RETIREMENT, LLC2 years Service code 13 · EIN 23-3038464 1801 MARKET STREET · PHILADELPHIA, PA 19103 | Contract Administrator | $21,463 |
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.
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 | $44,044 | $58,320-24.5% | $86,436-49.0% | $66,914-34.2% |
| Participation rate | 66.0% | 78.6%-12.6pp | 80.3%-14.3pp | 69.8%-3.8pp |
| Annual return | -16.18% | -9.71%-6.5pp | 4394.89%-4411.1pp | 1.58%-17.8pp |
| Employer contribution / active EE | $2,798 | $2,615+7.0% | $3,769-25.8% | $2,544+10.0% |
| Participant deferral / active EE | $2,636 | $6,899-61.8% | $6,952-62.1% | $4,237-37.8% |
| Admin fee / account holder | $574 | $546+5.1% | $6,731-91.5% | $593-3.3% |