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 Service code 12 · EIN 23-3038464 | Claims processing; Recordkeeping and ... | $34,105 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,977 | $51,045-27.6% | $70,515-47.6% | $71,457-48.3% |
| Participation rate | 91.3% | 59.4%+31.9pp | 68.3%+23.0pp | 67.9%+23.4pp |
| Annual return | 19.33% | 42.63%-23.3pp | 32.77%-13.4pp | 28.85%-9.5pp |
| Employer contribution / active EE | $4,388 | $1,790+145.1% | $2,973+47.6% | $2,588+69.6% |
| Participant deferral / active EE | $8,117 | $3,026+168.2% | $4,567+77.7% | $4,289+89.3% |
| Admin fee / account holder | $219 | $1,994-89.0% | $6,412-96.6% | $1,587-86.2% |