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 | $10,879 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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).
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 | $15,035 | $59,535-74.7% | $90,160-83.3% | $62,292-75.9% |
| Participation rate | 53.6% | 73.0%-19.4pp | 76.9%-23.3pp | 69.5%-15.9pp |
| Annual return | 25.51% | 23.53%+2.0pp | 34.88%-9.4pp | 28.90%-3.4pp |
| Employer contribution / active EE | $1,091 | $1,826-40.2% | $3,318-67.1% | $2,042-46.6% |
| Participant deferral / active EE | $2,001 | $4,639-56.9% | $5,288-62.2% | $3,169-36.9% |
| Admin fee / account holder | $164 | $337-51.4% | $5,943-97.2% | $479-65.9% |