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 23-3038464 | Contract Administrator; Participant c... | $8,364 |
Service code 13 · EIN 52-0783935 | Contract Administrator | $5,714 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $14,500 | $42,548-65.9% | $74,550-80.6% | $56,287-74.2% |
| Participation rate | 59.0% | 60.5%-1.5pp | 69.1%-10.1pp | 69.9%-10.9pp |
| Annual return | -5.36% | 12.40%-17.8pp | 32.53%-37.9pp | -9.96%+4.6pp |
| Employer contribution / active EE | $242 | $855-71.7% | $1,961-87.7% | $2,111-88.5% |
| Participant deferral / active EE | $1,679 | $2,277-26.3% | $3,108-46.0% | $3,350-49.9% |
| Admin fee / account holder | $309 | $467-33.8% | $5,060-93.9% | $521-40.7% |