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 | $9,060 |
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 | $19,827 | $47,977-58.7% | $154,107-87.1% | $56,287-64.8% |
| Participation rate | 40.6% | 66.2%-25.6pp | 83.0%-42.4pp | 69.9%-29.3pp |
| Annual return | -5.52% | 3.54%-9.1pp | 735.12%-740.6pp | -9.96%+4.4pp |
| Employer contribution / active EE | $839 | $2,169-61.3% | $5,298-84.2% | $2,111-60.2% |
| Participant deferral / active EE | $920 | $2,392-61.5% | $5,081-81.9% | $3,350-72.5% |
| Admin fee / account holder | $298 | $438-32.0% | $13,411-97.8% | $521-42.8% |