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 3-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 13 · EIN 23-3038464 1801 MARKET SERVICE · PHILADELPHIA, PA 19103 | Contract Administrator | $79,874 |
Filed as: LOCKTON Service code 28 777 S. FIGUEROA STREET · LOS ANGLES, CA 90017 | Investment Management | $33,350 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $10,925 | $55,347-80.3% | $120,354-90.9% | $199,593-94.5% |
| Participation rate | 19.1% | 52.9%-33.8pp | 71.9%-52.8pp | 72.0%-52.9pp |
| Annual return | 47.79% | 15.37%+32.4pp | 107.15%-59.4pp | 34.25%+13.5pp |
| Employer contribution / active EE | $117 | $1,296-91.0% | $3,463-96.6% | $3,034-96.1% |
| Participant deferral / active EE | $1,101 | $2,350-53.1% | $4,991-77.9% | $5,087-78.3% |
| Admin fee / account holder | $69 | $134-48.3% | $9,423-99.3% | $269-74.2% |