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 7-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 12 · EIN 23-3038464 | Contract Administrator; Consulting (p... | $35,174 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $13,236 | $62,928-79.0% | $172,739-92.3% | $67,579-80.4% |
| Participation rate | 12.7% | 64.5%-51.7pp | 82.6%-69.9pp | 71.3%-58.5pp |
| Annual return | 21.05% | 30.36%-9.3pp | 802.84%-781.8pp | 378.56%-357.5pp |
| Employer contribution / active EE | $293 | $1,636-82.1% | $5,143-94.3% | $2,148-86.4% |
| Participant deferral / active EE | $488 | $2,145-77.3% | $5,198-90.6% | $3,539-86.2% |
| Admin fee / account holder | $230 | $167+38.0% | $13,954-98.4% | $142+61.6% |