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, LLC2 years Filed as: PCS RETIREMENT LLC Service code 13 · EIN 23-3038464 | Contract Administrator | $17,244 |
Service code 27 520 KIRKLAND WAY. STE.300 · KIRKLAND, WA 98033 | Advisory (Plan) | $14,926 |
BRINKER CAPITAL2 years Filed as: BRINKER CAPITAL INVESTMENTS, LLC Service code 28 · EIN 32-0070947 1055 WESTLAKES DRIVE · BERWYN, PA 19312 | Investment Management | $14,340 |
SWEENEY CONRAD, P.S.4 years Service code 10 10210 NE POINTS DR SUITE 300 · KIRKLAND, WA 98033 | Accounting | $7,685 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $43,459 | $58,264-25.4% | $86,612-49.8% | $71,457-39.2% |
| Participation rate | 78.6% | 65.0%+13.6pp | 71.7%+6.9pp | 67.9%+10.7pp |
| Annual return | 17.82% | 21.63%-3.8pp | 591.07%-573.2pp | 28.85%-11.0pp |
| Employer contribution / active EE | $882 | $2,574-65.7% | $3,022-70.8% | $2,588-65.9% |
| Participant deferral / active EE | $3,838 | $3,436+11.7% | $4,438-13.5% | $4,289-10.5% |
| Admin fee / account holder | $480 | $1,057-54.6% | $5,614-91.5% | $1,587-69.8% |