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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $26,832 |
Filed as: PROCOURSE FIDUCIARY ADVISORS LLC Service code 27 · EIN 45-5291215 | Advisory (Plan) | $16,495 |
BEMANAGED1 year Service code 16 · EIN 59-3835428 | Consulting | $12,109 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $41,193 | $48,064-14.3% | $78,778-47.7% | $69,631-40.8% |
| Participation rate | 74.5% | 61.6%+12.9pp | 69.2%+5.3pp | 70.7%+3.8pp |
| Annual return | 17.01% | 21.81%-4.8pp | 35.62%-18.6pp | 27571.02%-27554.0pp |
| Employer contribution / active EE | $471 | $744-36.7% | $1,986-76.3% | $2,032-76.8% |
| Participant deferral / active EE | $2,731 | $2,079+31.4% | $2,958-7.7% | $3,224-15.3% |
| Admin fee / account holder | $110 | $152-27.5% | $5,134-97.9% | $110-0.2% |