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 10-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 LLC Service code 12 · EIN 23-3038464 | Contract Administrator; Consulting (p... | $9,036 |
Service code 13 · EIN 52-0783935 | Contract Administrator | $5,540 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $16,609 | $49,138-66.2% | $84,015-80.2% | $65,185-74.5% |
| Participation rate | 60.0% | 60.7%-0.7pp | 69.0%-9.0pp | 70.2%-10.2pp |
| Annual return | 18.93% | 23.00%-4.1pp | 71.31%-52.4pp | 29.38%-10.5pp |
| Employer contribution / active EE | $251 | $914-72.5% | $1,983-87.4% | $2,177-88.5% |
| Participant deferral / active EE | $1,649 | $2,397-31.2% | $3,239-49.1% | $3,514-53.1% |
| Admin fee / account holder | $277 | $543-49.0% | $6,101-95.5% | $847-67.3% |