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 6-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, LLC4 years Service code 12 · EIN 23-3038464 | Claims processing; Recordkeeping fees... | $16,542 |
Filed as: RAYMOND JAMES & ASSOCIATES, INC Service code 26 · EIN 59-1237041 | Advisory (Participants) | $5,904 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,128 | $96,018-71.7% | $65,493-58.6% | $85,563-68.3% |
| Participation rate | 52.9% | 74.8%-21.9pp | 73.1%-20.2pp | 66.0%-13.0pp |
| Annual return | 14.82% | 14.51%+0.3pp | 982.45%-967.6pp | 31.51%-16.7pp |
| Employer contribution / active EE | $818 | $3,235-74.7% | $2,574-68.2% | $2,654-69.2% |
| Participant deferral / active EE | $1,850 | $4,055-54.4% | $3,961-53.3% | $4,375-57.7% |
| Admin fee / account holder | $138 | $271-48.9% | $5,028-97.2% | $834-83.4% |