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 9-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 SERVICES Service code 12 · EIN 27-1033755 4010 BOY SCOUT BLVD · TAMPA, FL 33607 | Custodial (other than securities); Co... | $13,211 |
Service code 26 · EIN 81-2086851 PO BOX 50437 · COLORADO SPRINGS, CO 80949 | Advisory (Participants) | $12,270 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,594 | $54,517-73.2% | $75,972-80.8% | $74,495-80.4% |
| Participation rate | 72.7% | 60.3%+12.4pp | 69.1%+3.7pp | 67.2%+5.5pp |
| Annual return | 10.45% | 31.82%-21.4pp | 359.55%-349.1pp | 1364.94%-1354.5pp |
| Employer contribution / active EE | $954 | $1,777-46.3% | $2,685-64.5% | $2,623-63.6% |
| Participant deferral / active EE | $3,193 | $3,066+4.2% | $4,255-25.0% | $4,346-26.5% |
| Admin fee / account holder | $171 | $2,229-92.3% | $6,467-97.4% | $1,942-91.2% |