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: PROFESSION CAPITAL SERVICES, LLC Service code 13 · EIN 23-3038464 | Contract Administrator | $39,861 |
NEWSQUARE CAPITAL, LLC1 year Service code 27 · EIN 27-1238163 | Advisory (Plan) | $16,543 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,351 | $125,758-4.3% | $169,993-29.2% | $75,163+60.1% |
| Participation rate | 92.2% | 83.6%+8.6pp | 87.0%+5.2pp | 67.2%+25.0pp |
| Annual return | 24.58% | 27.20%-2.6pp | 53.37%-28.8pp | 160.62%-136.0pp |
| Employer contribution / active EE | $7,051 | $4,615+52.8% | $6,785+3.9% | $2,670+164.1% |
| Participant deferral / active EE | $25,100 | $6,837+267.1% | $10,408+141.2% | $4,125+508.5% |
| Admin fee / account holder | $330 | $8,173-96.0% | $12,815-97.4% | $5,651-94.2% |