See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: PROFFESIONAL CAPITAL SERVICES, LLC Service code 13 · EIN 23-3038464 | Contract Administrator | $52,865 |
DIVERSIFIED TRUST COMPANY8+ years Filed as: DIVERSIFIED FINANCIAL Service code 26 · EIN 43-1575390 | Advisory (Participants) | $22,090 |
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 | $36,757 | $42,353-13.2% | $79,550-53.8% | $64,808-43.3% |
| Participation rate | 79.7% | 64.8%+14.9pp | 69.5%+10.2pp | 71.5%+8.2pp |
| Annual return | -17.94% | -12.24%-5.7pp | 0.16%-18.1pp | 32.82%-50.8pp |
| Employer contribution / active EE | $1,070 | $1,181-9.4% | $2,413-55.7% | $2,506-57.3% |
| Participant deferral / active EE | $3,499 | $3,170+10.4% | $3,985-12.2% | $4,310-18.8% |
| Admin fee / account holder | $238 | $160+48.9% | $6,832-96.5% | $188+26.5% |