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: COMPREHENSIVE FINANCIAL PLANNING IN Service code 27 5995 LEMON STREET · EAST PETERSBURGH, PA 17520 | Advisory (Plan) | $52,778 |
Filed as: PROFESSIONAL CAPITAL SERVICES Service code 13 · EIN 23-3038464 | Contract Administrator | $5,627 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,921 | $46,292+14.3% | $143,757-63.2% | $64,808-18.3% |
| Participation rate | 45.4% | 64.2%-18.8pp | 80.3%-34.9pp | 71.5%-26.1pp |
| Annual return | -12.98% | -10.05%-2.9pp | -0.04%-12.9pp | 32.82%-45.8pp |
| Employer contribution / active EE | $759 | $1,910-60.2% | $4,951-84.7% | $2,506-69.7% |
| Participant deferral / active EE | $1,661 | $2,646-37.2% | $5,637-70.5% | $4,310-61.5% |
| Admin fee / account holder | $272 | $154+76.7% | $14,673-98.1% | $188+44.7% |