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 10-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 LLC Service code 12 · EIN 23-3038464 | Participant communication; Consulting... | $0 |
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.
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 | $189,682 | $111,608+70.0% | $177,821+6.7% | $73,409+158.4% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.7%+12.3pp | 72.2%+27.8pp |
| Annual return | 10.82% | 18.23%-7.4pp | 48.32%-37.5pp | 59.29%-48.5pp |
| Employer contribution / active EE | $14,681 | $3,796+286.7% | $5,918+148.1% | $2,234+557.3% |
| Participant deferral / active EE | $13,300 | $6,199+114.6% | $7,714+72.4% | $3,805+249.5% |
| Admin fee / account holder | $419 | $166+153.2% | $12,427-96.6% | $158+165.5% |