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 | $26,490 |
EFFICIENT ADVISORS2 years Service code 27 1801 MARKET STREET · PHILADELPHIA, PA 19103 | Advisory (Plan) | $11,344 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $9,121 | $46,173-80.2% | $170,442-94.6% | $69,631-86.9% |
| Participation rate | 88.3% | 63.9%+24.4pp | 83.6%+4.7pp | 70.7%+17.6pp |
| Annual return | 28.01% | 21.62%+6.4pp | 205.93%-177.9pp | 27571.02%-27543.0pp |
| Employer contribution / active EE | $986 | $1,610-38.8% | $5,433-81.9% | $2,032-51.5% |
| Participant deferral / active EE | $2,121 | $2,080+1.9% | $4,939-57.1% | $3,224-34.2% |
| Admin fee / account holder | $72 | $116-38.1% | $13,880-99.5% | $110-35.0% |