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 37 · EIN 04-2647786 | Loan Processing | $119,266 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,985 | $76,774-59.6% | $112,228-72.4% | $77,904-60.2% |
| Participation rate | 88.4% | 80.2%+8.2pp | 75.1%+13.3pp | 73.7%+14.7pp |
| Annual return | -14.46% | -10.25%-4.2pp | 27.45%-41.9pp | 12.21%-26.7pp |
| Employer contribution / active EE | $554 | $3,977-86.1% | $3,635-84.7% | $2,848-80.5% |
| Participant deferral / active EE | $3,990 | $3,778+5.6% | $4,728-15.6% | $4,806-17.0% |
| Admin fee / account holder | $102 | $239-57.5% | $6,410-98.4% | $133-23.4% |