See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 6-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: PROFESSIONAL CAPITAL SERVICES Service code 12 · EIN 23-3038464 | Participant communication; Claims pro... | $6,069 |
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 | $22,198 | $58,879-62.3% | $178,490-87.6% | $73,488-69.8% |
| Participation rate | 100.0% | 66.2%+33.8pp | 81.9%+18.1pp | 70.7%+29.3pp |
| Annual return | 4862.39% | 24.86%+4837.5pp | 151.07%+4711.3pp | 28.51%+4833.9pp |
| Employer contribution / active EE | $4,279 | $2,236+91.4% | $5,011-14.6% | $2,270+88.5% |
| Participant deferral / active EE | $7,167 | $2,567+179.2% | $5,202+37.8% | $3,740+91.7% |
| Admin fee / account holder | $42 | $400-89.5% | $13,984-99.7% | $513-91.8% |