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 | $55,597 |
BEMANAGED9+ years Filed as: BEMANAGED DBA ACTIUM LLC Service code 16 · EIN 59-3835428 | Consulting | $22,438 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,675 | $99,078-15.5% | $96,544-13.3% | $74,419+12.4% |
| Participation rate | 98.9% | 80.7%+18.2pp | 76.0%+22.9pp | 70.7%+28.2pp |
| Annual return | 15.49% | 22.48%-7.0pp | 25.84%-10.3pp | 34.38%-18.9pp |
| Employer contribution / active EE | $2,508 | $2,570-2.4% | $2,965-15.4% | $2,637-4.9% |
| Participant deferral / active EE | $5,796 | $4,933+17.5% | $4,851+19.5% | $4,528+28.0% |
| Admin fee / account holder | $98 | $225-56.6% | $8,252-98.8% | $348-72.0% |