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 | $45,614 |
DIVERSIFIED TRUST COMPANY9+ years Filed as: DIVERSIFIED FINANCIAL Service code 26 · EIN 43-1575390 | Advisory (Participants) | $41,240 |
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 | $46,367 | $53,165-12.8% | $86,188-46.2% | $74,419-37.7% |
| Participation rate | 77.5% | 64.9%+12.6pp | 69.0%+8.5pp | 70.7%+6.8pp |
| Annual return | 21.61% | 22.64%-1.0pp | 1168.45%-1146.8pp | 34.38%-12.8pp |
| Employer contribution / active EE | $973 | $1,210-19.6% | $2,380-59.1% | $2,637-63.1% |
| Participant deferral / active EE | $3,231 | $3,234-0.1% | $3,985-18.9% | $4,528-28.7% |
| Admin fee / account holder | $294 | $551-46.6% | $6,852-95.7% | $348-15.4% |