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 6-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, LLC4 years Service code 13 · EIN 23-3038464 | Contract Administrator | $136,641 |
TPG FINANCIAL ADVISORS, LLC5+ years Service code 28 11740 SW 68TH PARKWAY · PORTLAND, OR 97223 | Investment Management | $34,517 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,272 | $47,126-88.8% | $149,673-96.5% | $74,419-92.9% |
| Participation rate | 65.5% | 63.4%+2.1pp | 78.8%-13.3pp | 70.7%-5.3pp |
| Annual return | 11.99% | 22.75%-10.8pp | 134.42%-122.4pp | 34.38%-22.4pp |
| Employer contribution / active EE | $28 | $1,905-98.6% | $4,818-99.4% | $2,637-99.0% |
| Participant deferral / active EE | $1,132 | $2,728-58.5% | $5,680-80.1% | $4,528-75.0% |
| Admin fee / account holder | $179 | $343-47.7% | $13,210-98.6% | $348-48.5% |