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 10-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, LLC1 year Filed as: PCS RETIREMENT Service code 13 · EIN 23-3038464 | Contract Administrator | $80,060 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,407 | $61,272-14.5% | $149,673-65.0% | $71,457-26.7% |
| Participation rate | 95.7% | 62.5%+33.1pp | 78.8%+16.9pp | 67.9%+27.7pp |
| Annual return | 18.00% | 35.85%-17.9pp | 134.42%-116.4pp | 28.85%-10.8pp |
| Employer contribution / active EE | $4,707 | $2,378+97.9% | $4,818-2.3% | $2,588+81.9% |
| Participant deferral / active EE | $3,488 | $2,917+19.6% | $5,680-38.6% | $4,289-18.7% |
| Admin fee / account holder | $372 | $1,261-70.5% | $13,210-97.2% | $1,587-76.5% |