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 | $22,391 |
EFFICIENT ADVISORS3 years Service code 27 1801 MARKET STREET · PHILADELPHIA, PA 19103 | Advisory (Plan) | $15,845 |
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.
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 | $8,742 | $45,382-80.7% | $154,107-94.3% | $75,289-88.4% |
| Participation rate | 84.9% | 65.9%+19.0pp | 83.0%+1.9pp | 72.4%+12.5pp |
| Annual return | -9.18% | -0.47%-8.7pp | 735.12%-744.3pp | -0.04%-9.1pp |
| Employer contribution / active EE | $923 | $1,533-39.8% | $5,298-82.6% | $2,405-61.6% |
| Participant deferral / active EE | $2,065 | $2,384-13.4% | $5,081-59.4% | $3,739-44.8% |
| Admin fee / account holder | $45 | $89-49.8% | $13,411-99.7% | $102-56.2% |