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 LLC Service code 12 · EIN 23-3030846 1801 MARKET STREET · PHILADELPHIA, PA 19103 | Contract Administrator; Consulting (g... | $20,374 |
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $257,980 | $76,552+237.0% | $123,892+108.2% | $62,891+310.2% |
| Participation rate | 92.8% | 73.0%+19.8pp | 81.4%+11.4pp | 69.3%+23.5pp |
| Annual return | 8.32% | 18.68%-10.4pp | 47.52%-39.2pp | 20.14%-11.8pp |
| Employer contribution / active EE | $10,463 | $2,883+263.0% | $4,617+126.6% | $2,281+358.7% |
| Participant deferral / active EE | $8,873 | $4,840+83.3% | $5,984+48.3% | $3,203+177.0% |
| Admin fee / account holder | $128 | $4,826-97.3% | $8,357-98.5% | $4,296-97.0% |