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 3-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 12 · EIN 23-3038464 | Consulting (pension); Copying and dup... | $21,916 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,177 | $62,409-85.3% | $120,368-92.4% | $74,546-87.7% |
| Participation rate | 56.1% | 56.8%-0.7pp | 71.9%-15.8pp | 67.2%-11.1pp |
| Annual return | 13.29% | 18.62%-5.3pp | 107.26%-94.0pp | 1366.03%-1352.7pp |
| Employer contribution / active EE | $1,176 | $1,847-36.3% | $3,465-66.1% | $2,624-55.2% |
| Participant deferral / active EE | $1,691 | $2,888-41.5% | $4,991-66.1% | $4,347-61.1% |
| Admin fee / account holder | $117 | $2,394-95.1% | $9,429-98.8% | $1,944-94.0% |