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 | $18,072 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,928 | $71,516-45.6% | $98,439-60.5% | $71,457-45.5% |
| Participation rate | 97.3% | 72.7%+24.6pp | 75.2%+22.2pp | 67.9%+29.4pp |
| Annual return | 18.69% | 32.41%-13.7pp | 21.16%-2.5pp | 28.85%-10.2pp |
| Employer contribution / active EE | $1,069 | $2,399-55.4% | $3,048-64.9% | $2,588-58.7% |
| Participant deferral / active EE | $3,530 | $4,109-14.1% | $4,738-25.5% | $4,289-17.7% |
| Admin fee / account holder | $182 | $1,675-89.1% | $8,948-98.0% | $1,587-88.5% |