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 | $8,338 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $7,822 | $51,244-84.7% | $80,975-90.3% | $55,167-85.8% |
| Participation rate | 62.7% | 71.7%-9.0pp | 75.8%-13.1pp | 69.0%-6.3pp |
| Annual return | 0.57% | 17.39%-16.8pp | 17.10%-16.5pp | 169.23%-168.7pp |
| Employer contribution / active EE | $1,100 | $1,770-37.9% | $3,714-70.4% | $1,963-44.0% |
| Participant deferral / active EE | $1,927 | $4,418-56.4% | $5,696-66.2% | $3,054-36.9% |
| Admin fee / account holder | $87 | $398-78.1% | $5,516-98.4% | $504-82.7% |