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 13 · EIN 23-3038464 | Contract Administrator | $22,884 |
BRINKER CAPITAL3 years Service code 15 · EIN 22-2799756 | Recordkeeping | $17,254 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $19,035 | $42,548-55.3% | $74,550-74.5% | $56,287-66.2% |
| Participation rate | 73.0% | 60.5%+12.6pp | 69.1%+3.9pp | 69.9%+3.2pp |
| Annual return | -6.70% | 12.40%-19.1pp | 32.53%-39.2pp | -9.96%+3.3pp |
| Employer contribution / active EE | $1,028 | $855+20.3% | $1,961-47.6% | $2,111-51.3% |
| Participant deferral / active EE | $2,225 | $2,277-2.3% | $3,108-28.4% | $3,350-33.6% |
| Admin fee / account holder | $316 | $467-32.4% | $5,060-93.8% | $521-39.4% |