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 10-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 |
|---|---|---|
Filed as: SEIDMAN PRIVATE ADVISORS Service code 28 520 KIRKLAND WAY · K, WA 98003 | Investment Management | $53,563 |
PCS RETIREMENT, LLC1 year Filed as: PCS RETIREMENT LLC Service code 12 · EIN 23-3038464 1801 MARKET ST · PHILADELPHIA, PA 19103 | Recordkeeping fees; Contract Administ... | $34,587 |
BRIKNER CAPITAL, INC.4 years Service code 27 1055 WESTLAKES DRIVE, SUITE 250 · BERWYN, PA 19312 | Advisory (Plan) | $26,781 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,011 | $70,428+53.4% | $96,562+11.9% | $85,850+25.8% |
| Participation rate | 64.8% | 61.8%+3.0pp | 69.8%-5.0pp | 69.3%-4.5pp |
| Annual return | 10.86% | 18.59%-7.7pp | 37.78%-26.9pp | 318.53%-307.7pp |
| Employer contribution / active EE | $5,225 | $1,413+269.8% | $2,356+121.7% | $2,565+103.7% |
| Participant deferral / active EE | $10,636 | $2,894+267.5% | $3,849+176.3% | $3,952+169.1% |
| Admin fee / account holder | $1,016 | $4,997-79.7% | $6,181-83.6% | $6,260-83.8% |