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 | $102,414 |
Filed as: PROCOURSE FIDUCIARY ADVISORS LLC Service code 27 · EIN 45-5291215 | Advisory (Plan) | $28,500 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $38,397 | $91,517-58.0% | $101,248-62.1% | $73,409-47.7% |
| Participation rate | 88.5% | 73.8%+14.7pp | 75.8%+12.7pp | 72.2%+16.3pp |
| Annual return | 12.78% | 17.17%-4.4pp | 46.47%-33.7pp | 59.29%-46.5pp |
| Employer contribution / active EE | $0 | $2,877-100.0% | $3,660-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $3,469 | $3,338+3.9% | $4,370-20.6% | $3,805-8.8% |
| Admin fee / account holder | $110 | $216-49.0% | $5,945-98.1% | $158-30.3% |