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 8-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 Service code 15 · EIN 23-3038464 | Recordkeeping | $39,831 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,104 | $50,815-60.4% | $155,509-87.1% | $77,643-74.1% |
| Participation rate | 37.0% | 63.1%-26.1pp | 78.2%-41.2pp | 70.6%-33.6pp |
| Annual return | 13.76% | 34.80%-21.0pp | 64.67%-50.9pp | 31.24%-17.5pp |
| Employer contribution / active EE | $889 | $1,993-55.4% | $4,672-81.0% | $2,726-67.4% |
| Participant deferral / active EE | $1,504 | $2,822-46.7% | $5,626-73.3% | $4,647-67.6% |
| Admin fee / account holder | $216 | $437-50.4% | $15,912-98.6% | $430-49.7% |