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 |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $99,505 |
Filed as: PROCOURSE FIDUCIARY ADVISORS LLC Service code 27 · EIN 45-5291215 | Advisory (Plan) | $35,000 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $202,622 | $57,610+251.7% | $154,803+30.9% | $102,872+97.0% |
| Participation rate | 80.4% | 59.5%+20.9pp | 78.1%+2.3pp | 73.0%+7.4pp |
| Annual return | 20.89% | 30.49%-9.6pp | 58.88%-38.0pp | 19.06%+1.8pp |
| Employer contribution / active EE | $5,948 | $1,883+215.9% | $4,305+38.2% | $3,526+68.7% |
| Participant deferral / active EE | $5,955 | $2,914+104.3% | $5,540+7.5% | $5,535+7.6% |
| Admin fee / account holder | $101 | $368-72.6% | $14,329-99.3% | $292-65.5% |