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.
| Provider | Service type | Compensation |
|---|---|---|
PCS RETIREMENT, LLC1+ years Filed as: PCS RETIREMENT LLC Service code 13 · EIN 23-3038464 | Contract Administrator | $27,275 |
EP WEALTH ADVISORS LLC1+ years Filed as: EP WEALTH ADVISORS Service code 28 · EIN 85-3603123 | Investment Management | $20,280 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,117 | $50,815-42.7% | $155,509-81.3% | $77,643-62.5% |
| Participation rate | 29.8% | 63.1%-33.3pp | 78.2%-48.4pp | 70.6%-40.8pp |
| Annual return | 21.81% | 34.80%-13.0pp | 64.67%-42.9pp | 31.24%-9.4pp |
| Employer contribution / active EE | $880 | $1,993-55.8% | $4,672-81.2% | $2,726-67.7% |
| Participant deferral / active EE | $1,606 | $2,822-43.1% | $5,626-71.5% | $4,647-65.4% |
| Admin fee / account holder | $303 | $437-30.6% | $15,912-98.1% | $430-29.6% |