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 3-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 |
|---|---|---|
ABGRM3+ years Service code 15 · EIN 87-0364490 | Recordkeeping | $34,131 |
Service code 27 · EIN 27-1408998 | Advisory (Plan) | $29,025 |
COULTER & JUSTUS1 year Filed as: COULTER & JUSTUS, P.C. Service code 10 9717 COGDILL ROAD · KNOXVILLE, TN 37932 | Accounting | $29,000 |
PCS RETIREMENT, LLC1 year Filed as: PCS RETIREMENT LLC Service code 12 · EIN 23-3038464 | Copying and duplicating; Participant ... | $12,027 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,091 | $101,763-76.3% | $164,866-85.4% | $80,874-70.2% |
| Participation rate | 90.3% | 71.8%+18.5pp | 78.6%+11.7pp | 67.6%+22.7pp |
| Annual return | 11.28% | 16.73%-5.4pp | 69.97%-58.7pp | 35.62%-24.3pp |
| Employer contribution / active EE | $6,345 | $2,954+114.8% | $4,343+46.1% | $2,756+130.3% |
| Participant deferral / active EE | $10,722 | $4,477+139.5% | $6,033+77.7% | $4,297+149.5% |
| Admin fee / account holder | $698 | $8,228-91.5% | $12,689-94.5% | $6,935-89.9% |