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 |
|---|---|---|
Filed as: PROCOURSE FIDUCIARY ADVISORS LLC Service code 27 · EIN 45-5291215 | Advisory (Plan) | $25,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $17,057 |
BEMANAGED5 years Service code 16 · EIN 59-3835428 | Consulting | $7,608 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,299 | $70,908-29.1% | $98,907-49.1% | $73,488-31.6% |
| Participation rate | 84.5% | 73.8%+10.7pp | 76.0%+8.5pp | 70.7%+13.8pp |
| Annual return | 12.31% | 34.17%-21.9pp | 196.43%-184.1pp | 28.51%-16.2pp |
| Employer contribution / active EE | $505 | $2,036-75.2% | $2,689-81.2% | $2,270-77.7% |
| Participant deferral / active EE | $4,218 | $3,500+20.5% | $4,244-0.6% | $3,740+12.8% |
| Admin fee / account holder | $237 | $535-55.8% | $6,642-96.4% | $513-53.9% |