Filed May 6, 2016
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 Service code 15 · EIN 23-3038464 | Recordkeeping | $7,674 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $20,787 | $55,453-62.5% | $170,442-87.8% | $62,292-66.6% |
| Participation rate | 47.8% | 66.4%-18.6pp | 83.6%-35.8pp | 69.5%-21.8pp |
| Annual return | 13.50% | 21.38%-7.9pp | 205.93%-192.4pp | 28.90%-15.4pp |
| Employer contribution / active EE | $820 | $2,164-62.1% | $5,433-84.9% | $2,042-59.9% |
| Participant deferral / active EE | $844 | $2,303-63.3% | $4,939-82.9% | $3,169-73.4% |
| Admin fee / account holder | $210 | $455-53.8% | $13,880-98.5% | $479-56.1% |