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 60 · EIN 04-2647786 | Sub-TA Fees | $52,457 |
BEMANAGED6+ years Filed as: BEMANAGED DBA ACTIUM LLC Service code 16 · EIN 59-3835428 | Consulting | $51,990 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,804 | $79,519+4.1% | $95,952-13.7% | $73,409+12.8% |
| Participation rate | 98.8% | 81.2%+17.7pp | 77.1%+21.8pp | 72.2%+26.7pp |
| Annual return | 13.14% | 19.20%-6.1pp | 91.61%-78.5pp | 59.29%-46.2pp |
| Employer contribution / active EE | $2,475 | $2,048+20.8% | $2,541-2.6% | $2,234+10.8% |
| Participant deferral / active EE | $5,235 | $4,138+26.5% | $4,167+25.6% | $3,805+37.6% |
| Admin fee / account holder | $144 | $184-22.1% | $6,795-97.9% | $158-9.1% |