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, LLC1+ years Service code 12 · EIN 23-3038464 | Recordkeeping fees; Consulting (gener... | $140,313 |
ADVISORTRUST1+ years Service code 21 · EIN 46-4091337 | Bank Trustee | $34,146 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $251,500 | $82,093+206.4% | $379,746-33.8% | $73,409+242.6% |
| Participation rate | 96.5% | 76.8%+19.7pp | 78.4%+18.1pp | 72.2%+24.4pp |
| Annual return | 12.80% | 18.89%-6.1pp | 34.90%-22.1pp | 59.29%-46.5pp |
| Employer contribution / active EE | $6,330 | $2,847+122.4% | $3,540+78.8% | $2,234+183.4% |
| Participant deferral / active EE | $14,547 | $4,697+209.7% | $6,024+141.5% | $3,805+282.3% |
| Admin fee / account holder | $331 | $128+159.3% | $7,927-95.8% | $158+109.7% |