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 |
|---|---|---|
Filed as: PROFESSIONAL CAPITAL SERVICES Service code 13 · EIN 46-4091337 | Contract Administrator | $139,065 |
OBS FINANCIAL4 years Service code 27 · EIN 20-3889409 | Advisory (Plan) | $89,470 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,505 | $91,517-50.3% | $101,248-55.1% | $73,409-38.0% |
| Participation rate | 75.9% | 73.8%+2.1pp | 75.8%+0.1pp | 72.2%+3.7pp |
| Annual return | 11.30% | 17.17%-5.9pp | 46.47%-35.2pp | 59.29%-48.0pp |
| Employer contribution / active EE | $1,051 | $2,877-63.5% | $3,660-71.3% | $2,234-53.0% |
| Participant deferral / active EE | $3,467 | $3,338+3.9% | $4,370-20.7% | $3,805-8.9% |
| Admin fee / account holder | $274 | $216+27.1% | $5,945-95.4% | $158+73.8% |