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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 9-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 |
|---|---|---|
PCS RETIREMENT, LLC3 years Service code 12 · EIN 23-3038464 | Consulting (pension); Copying and dup... | $36,512 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $24,258 | $55,415-56.2% | $155,509-84.4% | $74,495-67.4% |
| Participation rate | 100.0% | 61.9%+38.1pp | 78.2%+21.8pp | 67.2%+32.8pp |
| Annual return | 8.73% | 268.50%-259.8pp | 64.67%-55.9pp | 1364.94%-1356.2pp |
| Employer contribution / active EE | $2,106 | $2,267-7.1% | $4,672-54.9% | $2,623-19.7% |
| Participant deferral / active EE | $3,177 | $2,836+12.0% | $5,626-43.5% | $4,346-26.9% |
| Admin fee / account holder | $224 | $1,738-87.1% | $15,912-98.6% | $1,942-88.5% |