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 |
|---|---|---|
BRIKNER CAPITAL, INC.6 years Service code 27 1055 WESTLAKES DRIVE · BERWYN, PA 19312 | Advisory (Plan) | $63,393 |
PCS RETIREMENT, LLC3 years Filed as: PCS RETIREMENT LLC Service code 12 · EIN 23-3038464 | Consulting (general); Participant loa... | $23,308 |
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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,043 | $65,561+83.1% | $86,188+39.3% | $75,163+59.7% |
| Participation rate | 54.4% | 60.5%-6.1pp | 69.0%-14.6pp | 67.2%-12.8pp |
| Annual return | 15.13% | 46.05%-30.9pp | 1168.45%-1153.3pp | 160.62%-145.5pp |
| Employer contribution / active EE | $738 | $1,553-52.5% | $2,380-69.0% | $2,670-72.4% |
| Participant deferral / active EE | $3,244 | $3,024+7.3% | $3,985-18.6% | $4,125-21.4% |
| Admin fee / account holder | $1,097 | $5,474-80.0% | $6,852-84.0% | $5,651-80.6% |