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 | $78,936 |
Filed as: PROCOURSE FIDUCIARY ADVISORS Service code 27 · EIN 45-5291215 | Advisory (Plan) | $28,500 |
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 | $47,030 | $60,545-22.3% | $92,233-49.0% | $69,631-32.5% |
| Participation rate | 84.5% | 72.2%+12.4pp | 76.5%+8.1pp | 70.7%+13.9pp |
| Annual return | 16.15% | 19.71%-3.6pp | 176.28%-160.1pp | 27571.02%-27554.9pp |
| Employer contribution / active EE | $589 | $2,633-77.6% | $3,679-84.0% | $2,032-71.0% |
| Participant deferral / active EE | $2,890 | $2,828+2.2% | $3,897-25.8% | $3,224-10.3% |
| Admin fee / account holder | $136 | $145-5.9% | $5,194-97.4% | $110+23.3% |