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.
| Provider | Service type | Compensation |
|---|---|---|
PCS RETIREMENT, LLC2+ years Service code 12 · EIN 23-3038464 | Participant communication; Recordkeep... | $82,922 |
ADVISORTRUST2+ years Service code 21 · EIN 46-4091337 | Bank Trustee | $20,179 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $884,045-100.0% | $453,369-100.0% | $167,490-100.0% |
| Participation rate | 0.0% | 81.6%-81.6pp | 78.0%-78.0pp | 82.1%-82.1pp |
| Annual return | -100.05% | 29.49%-129.5pp | 64.40%-164.4pp | 478.56%-578.6pp |
| Employer contribution / active EE | $0 | $5,538-100.0% | $4,070-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $0 | $7,898-100.0% | $6,209-100.0% | $6,341-100.0% |
| Admin fee / account holder | $0 | $22,063-100.0% | $11,209-100.0% | $12,309-100.0% |