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, LLC4 years Filed as: PCS RETIREMENT LLC Service code 13 · EIN 23-3038464 | Contract Administrator | $69,552 |
PORTFOLIO DESIGN SERVICES10+ years Service code 27 · EIN 72-1558055 | Advisory (Plan) | $16,155 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,998 | $89,808-53.2% | $100,391-58.2% | $77,643-45.9% |
| Participation rate | 69.6% | 81.2%-11.6pp | 81.5%-11.9pp | 70.6%-1.0pp |
| Annual return | 9.75% | 20.62%-10.9pp | 49.20%-39.5pp | 31.24%-21.5pp |
| Employer contribution / active EE | $1,358 | $3,039-55.3% | $3,942-65.5% | $2,726-50.2% |
| Participant deferral / active EE | $2,927 | $8,284-64.7% | $8,082-63.8% | $4,647-37.0% |
| Admin fee / account holder | $212 | $174+21.7% | $7,899-97.3% | $430-50.7% |