Filed January 9, 2017
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 15 1801 MARKET STREET · PHILADELPHIA, PA 19103 | Recordkeeping | $22,998 |
Annual investment return 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,690 | $89,652-91.4% | $141,162-94.6% | $65,185-88.2% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.5%+17.5pp | 70.2%+29.8pp |
| Annual return | 11.71% | 32.79%-21.1pp | 71.39%-59.7pp | 29.38%-17.7pp |
| Employer contribution / active EE | $1,455 | $3,065-52.5% | $4,735-69.3% | $2,177-33.2% |
| Participant deferral / active EE | $0 | $5,691-100.0% | $6,709-100.0% | $3,514-100.0% |
| Admin fee / account holder | $105 | $569-81.6% | $10,261-99.0% | $847-87.7% |