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 4-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 12 · EIN 23-3038464 | Participant communication; Consulting... | $134,734 |
Filed as: BROOKWOOD INVESTMENT GROUP Service code 27 3930 E RAY RD STE 155 · PHOENIX, AZ 85044 | Advisory (Plan) | $43,245 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $19,665 | $110,282-82.2% | $102,438-80.8% | $199,768-90.2% |
| Participation rate | 22.1% | 86.3%-64.1pp | 76.5%-54.4pp | 72.0%-49.9pp |
| Annual return | 12.14% | 35.75%-23.6pp | 29.37%-17.2pp | 34.26%-22.1pp |
| Employer contribution / active EE | $666 | $3,603-81.5% | $3,024-78.0% | $3,037-78.1% |
| Participant deferral / active EE | $1,443 | $6,376-77.4% | $5,054-71.5% | $5,090-71.7% |
| Admin fee / account holder | $293 | $122+139.8% | $9,448-96.9% | $269+9.0% |