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 |
|---|---|---|
Filed as: PROFESSIONAL CAPITAL SERVICES Service code 15 · EIN 23-3038464 1801 MARKET STREET, SUITE 1000 · PHILADELPHIA, PA 19103 | Recordkeeping | $242 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,486 | $58,879-48.2% | $178,490-82.9% | $73,488-58.5% |
| Participation rate | 19.4% | 66.2%-46.8pp | 81.9%-62.5pp | 70.7%-51.3pp |
| Annual return | 11.01% | 24.86%-13.8pp | 151.07%-140.1pp | 28.51%-17.5pp |
| Employer contribution / active EE | $0 | $2,236-100.0% | $5,011-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $1,194 | $2,567-53.5% | $5,202-77.0% | $3,740-68.1% |
| Admin fee / account holder | $241 | $400-39.9% | $13,984-98.3% | $513-53.1% |