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, LLC2 years Service code 12 · EIN 23-3038464 | Contract Administrator; Participant c... | $24,312 |
Filed as: JOHN HANCOCK Service code 13 | Contract Administrator | $5,980 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,487 | $54,517-16.6% | $75,972-40.1% | $74,495-38.9% |
| Participation rate | 94.0% | 60.3%+33.7pp | 69.1%+24.9pp | 67.2%+26.8pp |
| Annual return | 15.32% | 31.82%-16.5pp | 359.55%-344.2pp | 1364.94%-1349.6pp |
| Employer contribution / active EE | $4,624 | $1,777+160.2% | $2,685+72.2% | $2,623+76.3% |
| Participant deferral / active EE | $10,301 | $3,066+236.0% | $4,255+142.1% | $4,346+137.0% |
| Admin fee / account holder | $257 | $2,229-88.5% | $6,467-96.0% | $1,942-86.8% |