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 |
|---|---|---|
PCS RETIREMENT, LLC1 year Filed as: PCS RETIREMENT LLC Service code 13 · EIN 23-3038464 | Contract Administrator | $23,995 |
AMERICAN FUNDS1 year Filed as: SEIDMAN CAPITAL GROUP Service code 27 520 KIRKLAND WAY. STE.300 · KIRKLAND, WA 98033 | Advisory (Plan) | $14,390 |
BRINKER CAPITAL1 year Filed as: BRINKER CAPITAL INVESTMENTS, LLC Service code 28 · EIN 32-0070947 1055 WESTLAKES DRIVE · BERWYN, PA 19312 | Investment Management | $14,021 |
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 | $36,689 | $51,197-28.3% | $82,719-55.6% | $66,914-45.2% |
| Participation rate | 73.1% | 67.8%+5.3pp | 72.6%+0.6pp | 69.8%+3.3pp |
| Annual return | -19.70% | -9.64%-10.1pp | 701.18%-720.9pp | 1.58%-21.3pp |
| Employer contribution / active EE | $795 | $2,611-69.5% | $3,009-73.6% | $2,544-68.7% |
| Participant deferral / active EE | $3,531 | $3,458+2.1% | $4,395-19.7% | $4,237-16.7% |
| Admin fee / account holder | $532 | $416+28.0% | $5,329-90.0% | $593-10.3% |