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 |
|---|---|---|
PROFESSIONAL CAPITAL SERVICES, LLC10+ years Service code 13 1801 MARKET STREET · PHILADELPHIA, PA 19102 | Contract Administrator | $108,531 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,745 | $50,982-57.3% | $154,803-86.0% | $85,563-74.6% |
| Participation rate | 58.9% | 59.8%-0.8pp | 78.1%-19.1pp | 66.0%-7.0pp |
| Annual return | 9.10% | 30.35%-21.3pp | 58.88%-49.8pp | 31.51%-22.4pp |
| Employer contribution / active EE | $1,043 | $1,708-39.0% | $4,305-75.8% | $2,654-60.7% |
| Participant deferral / active EE | $973 | $2,474-60.7% | $5,540-82.4% | $4,375-77.8% |
| Admin fee / account holder | $195 | $846-76.9% | $14,329-98.6% | $834-76.6% |