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 | $6,383 |
BAYSTATE FINANCIAL SERVICES, LLC1 year Service code 27 200 CLARENDON STREET · BOSTON, MA 02116 | Advisory (Plan) | $5,154 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $11,265 | $36,916-69.5% | $156,549-92.8% | $57,658-80.5% |
| Participation rate | 27.0% | 63.4%-36.4pp | 84.0%-57.0pp | 70.2%-43.2pp |
| Annual return | 24.96% | 12.38%+12.6pp | 32.23%-7.3pp | 5.13%+19.8pp |
| Employer contribution / active EE | $287 | $1,571-81.7% | $5,501-94.8% | $1,974-85.4% |
| Participant deferral / active EE | $673 | $1,926-65.1% | $4,871-86.2% | $3,061-78.0% |
| Admin fee / account holder | $146 | $82+76.8% | $13,027-98.9% | $95+54.3% |