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 4-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, LLC2 years Filed as: PCS RETIREMENT LLC Service code 13 · EIN 23-3038464 | Contract Administrator | $142,003 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,719 | $55,347-95.1% | $120,354-97.7% | $199,593-98.6% |
| Participation rate | 95.1% | 52.9%+42.2pp | 71.9%+23.2pp | 72.0%+23.1pp |
| Annual return | 14.05% | 15.37%-1.3pp | 107.15%-93.1pp | 34.25%-20.2pp |
| Employer contribution / active EE | $255 | $1,296-80.3% | $3,463-92.6% | $3,034-91.6% |
| Participant deferral / active EE | $1,992 | $2,350-15.2% | $4,991-60.1% | $5,087-60.8% |
| Admin fee / account holder | $44 | $134-67.1% | $9,423-99.5% | $269-83.6% |