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 12 · EIN 23-3038464 1801 MARKET STREET · PHILADELPHIA, PA 19103 | Contract Administrator; Consulting (p... | $1,414 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,857 | $62,928-36.7% | $172,739-76.9% | $67,579-41.0% |
| Participation rate | 22.4% | 64.5%-42.0pp | 82.6%-60.2pp | 71.3%-48.8pp |
| Annual return | 19.27% | 30.36%-11.1pp | 802.84%-783.6pp | 378.56%-359.3pp |
| Employer contribution / active EE | $157 | $1,636-90.4% | $5,143-96.9% | $2,148-92.7% |
| Participant deferral / active EE | $717 | $2,145-66.6% | $5,198-86.2% | $3,539-79.7% |
| Admin fee / account holder | $29 | $167-82.8% | $13,954-99.8% | $142-79.8% |