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, LLC3 years Filed as: PCS RETIREMENT LLC Service code 15 · EIN 23-3038464 | Recordkeeping | $161,006 |
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 | $8,413 | $130,267-93.5% | $145,661-94.2% | $102,872-91.8% |
| Participation rate | 96.9% | 83.3%+13.5pp | 77.2%+19.6pp | 73.0%+23.8pp |
| Annual return | 25.62% | 17.79%+7.8pp | 101.46%-75.8pp | 19.06%+6.6pp |
| Employer contribution / active EE | $0 | $4,061-100.0% | $4,238-100.0% | $3,526-100.0% |
| Participant deferral / active EE | $2,025 | $6,550-69.1% | $7,198-71.9% | $5,535-63.4% |
| Admin fee / account holder | $31 | $396-92.1% | $12,466-99.7% | $292-89.2% |