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 | $10,153 |
BRINKER CAPITAL1 year Filed as: BRINKER CAPITAL, INC. Service code 28 1055 WESTLAKES DRIVE · BERWYN, PA 19312 | Investment Management | $8,201 |
BAYSTATE FINANCIAL SERVICES, LLC2 years Service code 27 200 CLARENDON STREET · BOSTON, MA 02116 | Advisory (Plan) | $5,740 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $14,999 | $46,173-67.5% | $170,442-91.2% | $69,631-78.5% |
| Participation rate | 25.1% | 63.9%-38.8pp | 83.6%-58.5pp | 70.7%-45.6pp |
| Annual return | 32.15% | 21.62%+10.5pp | 205.93%-173.8pp | 27571.02%-27538.9pp |
| Employer contribution / active EE | $294 | $1,610-81.7% | $5,433-94.6% | $2,032-85.5% |
| Participant deferral / active EE | $738 | $2,080-64.5% | $4,939-85.1% | $3,224-77.1% |
| Admin fee / account holder | $187 | $116+60.9% | $13,880-98.7% | $110+69.0% |