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 | $18,748 |
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 | $39,072 | $72,607-46.2% | $90,749-56.9% | $66,914-41.6% |
| Participation rate | 80.9% | 73.7%+7.3pp | 75.7%+5.2pp | 69.8%+11.1pp |
| Annual return | -16.98% | -12.28%-4.7pp | -12.16%-4.8pp | 1.58%-18.6pp |
| Employer contribution / active EE | $1,162 | $2,369-50.9% | $2,921-60.2% | $2,544-54.3% |
| Participant deferral / active EE | $3,899 | $3,977-2.0% | $4,564-14.6% | $4,237-8.0% |
| Admin fee / account holder | $239 | $707-66.3% | $8,445-97.2% | $593-59.8% |