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, LLC1 year Filed as: PCS RETIREMENT LLC Service code 12 · EIN 23-3038464 | Recordkeeping and information managem... | $12,748 |
Filed as: ABG CONSULTANT Service code 27 · EIN 87-0364490 | Advisory (Plan) | $12,015 |
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.
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 | $14,792 | $54,193-72.7% | $93,606-84.2% | $77,643-80.9% |
| Participation rate | 18.3% | 63.9%-45.7pp | 68.7%-50.5pp | 70.6%-52.3pp |
| Annual return | 25.03% | 30.54%-5.5pp | 133.20%-108.2pp | 31.24%-6.2pp |
| Employer contribution / active EE | $562 | $1,168-51.9% | $2,420-76.8% | $2,726-79.4% |
| Participant deferral / active EE | $938 | $3,144-70.2% | $4,411-78.7% | $4,647-79.8% |
| Admin fee / account holder | $165 | $576-71.3% | $8,285-98.0% | $430-61.6% |