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 63 1801 MARKET STREET · PHILADELPHIA, PA 19102 | 12b-1 Fees | $3,608 |
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 | $74,904 | $58,828+27.3% | $77,999-4.0% | $62,891+19.1% |
| Participation rate | 100.0% | 71.1%+28.9pp | 75.5%+24.5pp | 69.3%+30.7pp |
| Annual return | 8.58% | 17.16%-8.6pp | 425.96%-417.4pp | 20.14%-11.6pp |
| Employer contribution / active EE | $5,197 | $1,672+210.9% | $2,470+110.4% | $2,281+127.8% |
| Participant deferral / active EE | $4,264 | $2,686+58.8% | $3,497+21.9% | $3,203+33.1% |
| Admin fee / account holder | $33 | $4,393-99.2% | $5,480-99.4% | $4,296-99.2% |