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 LLC Service code 13 · EIN 23-3038464 | Contract Administrator | $17,675 |
AMERICAN FUNDS4+ years Filed as: THE CAPITAL GROUP INVESTMENT ADVISO Service code 27 6720-B ROCKLEDGE DRIVE · BETHESDA, MD 20817 | Advisory (Plan) | $13,756 |
BRINKER CAPITAL2 years Filed as: BRINKER CAPITAL HOLDINGS INC. Service code 28 1055 WESTLAKES DRIVE · BERWYN, PA 19312 | Investment Management | $8,254 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 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 | $13,729 | $73,102-81.2% | $123,544-88.9% | $56,287-75.6% |
| Participation rate | 80.9% | 74.3%+6.5pp | 82.3%-1.4pp | 69.9%+11.0pp |
| Annual return | -8.95% | 3.01%-12.0pp | 119.20%-128.1pp | -9.96%+1.0pp |
| Employer contribution / active EE | $4,995 | $2,977+67.8% | $4,628+7.9% | $2,111+136.6% |
| Participant deferral / active EE | $516 | $5,423-90.5% | $6,426-92.0% | $3,350-84.6% |
| Admin fee / account holder | $181 | $554-67.2% | $9,284-98.0% | $521-65.2% |