See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 7-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
PCS RETIREMENT, LLC1 year Filed as: PCS RETIREMENT LLC Service code 15 · EIN 23-3038464 | Recordkeeping | $38,052 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,531 | $136,853-97.4% | $130,231-97.3% | $80,160-95.6% |
| Participation rate | 94.2% | 81.6%+12.6pp | 76.3%+18.0pp | 72.9%+21.3pp |
| Annual return | 35.03% | 22.66%+12.4pp | 38.77%-3.7pp | 40.38%-5.4pp |
| Employer contribution / active EE | $0 | $3,395-100.0% | $4,126-100.0% | $2,978-100.0% |
| Participant deferral / active EE | $1,798 | $5,856-69.3% | $6,799-73.6% | $5,017-64.2% |
| Admin fee / account holder | $11 | $184-94.0% | $6,020-99.8% | $145-92.4% |