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 | $33,593 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $16,836 |
Service code 99 · EIN 20-0164579 | Other Fees | $11,783 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,390 | $69,763-2.0% | $67,502+1.3% | $74,495-8.2% |
| Participation rate | 98.5% | 71.4%+27.1pp | 72.9%+25.6pp | 67.2%+31.3pp |
| Annual return | 10.51% | -40.34%+50.8pp | 3512.12%-3501.6pp | 1364.94%-1354.4pp |
| Employer contribution / active EE | $1,757 | $2,704-35.0% | $2,731-35.7% | $2,623-33.0% |
| Participant deferral / active EE | $4,626 | $3,636+27.2% | $4,000+15.7% | $4,346+6.4% |
| Admin fee / account holder | $355 | $896-60.4% | $3,998-91.1% | $1,942-81.7% |