See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
PROFESSIONAL CAPITAL SERVICES, LLC10+ years Service code 12 · EIN 23-3038464 | Contract Administrator; Consulting (p... | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,404 | $88,890+2.8% | $102,423-10.8% | $77,643+17.7% |
| Participation rate | 85.2% | 80.9%+4.3pp | 76.5%+8.7pp | 70.6%+14.6pp |
| Annual return | 12.50% | 24.98%-12.5pp | 29.32%-16.8pp | 31.24%-18.7pp |
| Employer contribution / active EE | $3,385 | $2,698+25.5% | $3,023+12.0% | $2,726+24.2% |
| Participant deferral / active EE | $4,833 | $5,145-6.1% | $5,053-4.4% | $4,647+4.0% |
| Admin fee / account holder | $434 | $235+84.4% | $9,451-95.4% | $430+0.9% |