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, LLC3 years Service code 15 · EIN 23-3038464 | Recordkeeping | $47,683 |
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 | $26,820 | $50,982-47.4% | $154,803-82.7% | $85,563-68.7% |
| Participation rate | 41.0% | 59.8%-18.8pp | 78.1%-37.1pp | 66.0%-25.0pp |
| Annual return | 21.61% | 30.35%-8.7pp | 58.88%-37.3pp | 31.51%-9.9pp |
| Employer contribution / active EE | $1,062 | $1,708-37.8% | $4,305-75.3% | $2,654-60.0% |
| Participant deferral / active EE | $1,774 | $2,474-28.3% | $5,540-68.0% | $4,375-59.4% |
| Admin fee / account holder | $240 | $846-71.7% | $14,329-98.3% | $834-71.3% |