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 |
|---|---|---|
BEMANAGED5+ years Filed as: BEMANAGED DBA ACTIUM LLC Service code 16 · EIN 59-3835428 | Consulting | $50,281 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $18,815 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $75,594 | $73,404+3.0% | $87,100-13.2% | $67,579+11.9% |
| Participation rate | 98.5% | 80.9%+17.6pp | 76.9%+21.6pp | 71.3%+27.2pp |
| Annual return | 36.57% | 48.29%-11.7pp | 28.19%+8.4pp | 378.56%-342.0pp |
| Employer contribution / active EE | $2,272 | $2,014+12.8% | $2,521-9.9% | $2,148+5.8% |
| Participant deferral / active EE | $4,550 | $3,913+16.3% | $4,049+12.4% | $3,539+28.5% |
| Admin fee / account holder | $95 | $142-33.2% | $7,497-98.7% | $142-33.5% |