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 9-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 |
|---|---|---|
PRIVATE CLIENT SERVICES LLC1+ years Filed as: PRIVATE CLIENT SERVICES Service code 27 2225 LEXINGTON ROAD · LOUISVILLE, KY 402062818 | Advisory (Plan) | $13,596 |
Service code 12 · EIN 48-1205033 | Claims processing; Direct payment fro... | $750 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $16,942 | $28,416-40.4% | $73,545-77.0% | $69,631-75.7% |
| Participation rate | 31.6% | 38.3%-6.7pp | 54.9%-23.3pp | 70.7%-39.1pp |
| Annual return | 17.04% | -694.13%+711.2pp | -15.16%+32.2pp | 27571.02%-27554.0pp |
| Employer contribution / active EE | $0 | $430-100.0% | $1,219-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $165 | $897-81.6% | $1,806-90.9% | $3,224-94.9% |
| Admin fee / account holder | $95 | $104-8.8% | $2,320-95.9% | $110-13.8% |