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 | $50,911 |
NEWSQUARE CAPITAL, LLC2 years Service code 27 · EIN 27-1238163 | Advisory (Plan) | $30,113 |
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 | $155,833 | $122,239+27.5% | $184,203-15.4% | $74,495+109.2% |
| Participation rate | 96.3% | 85.5%+10.8pp | 86.8%+9.5pp | 67.2%+29.1pp |
| Annual return | 13.29% | 19.95%-6.7pp | 28.81%-15.5pp | 1364.94%-1351.7pp |
| Employer contribution / active EE | $6,369 | $4,537+40.4% | $6,427-0.9% | $2,623+142.8% |
| Participant deferral / active EE | $17,267 | $7,139+141.9% | $9,131+89.1% | $4,346+297.3% |
| Admin fee / account holder | $547 | $1,260-56.5% | $13,901-96.1% | $1,942-71.8% |