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 1801 MARKET STREET · PHILADELPHIA, PA 19103 | Contract Administrator | $18,393 |
BRINKER CAPITAL3+ years Filed as: BRINKER CAPITAL HOLDINGS, INC. Service code 28 1055 WESTLAKE DRIVE · BERWYN, PA 19312 | Investment Management | $17,297 |
BROADVIEW3+ years Filed as: BROADVIEW FINANCIAL GROUP Service code 33 5346 STADIUM TRACE PKWY · BIRMINGHAM, AL 35244 | Securities brokerage | $17,297 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $90,615 | $58,726+54.3% | $92,233-1.8% | $62,292+45.5% |
| Participation rate | 63.0% | 68.3%-5.4pp | 76.5%-13.5pp | 69.5%-6.5pp |
| Annual return | 14.14% | 43.62%-29.5pp | 176.28%-162.1pp | 28.90%-14.8pp |
| Employer contribution / active EE | $1,639 | $2,392-31.5% | $3,679-55.5% | $2,042-19.8% |
| Participant deferral / active EE | $3,763 | $2,766+36.1% | $3,897-3.4% | $3,169+18.7% |
| Admin fee / account holder | $490 | $556-11.9% | $5,194-90.6% | $479+2.3% |