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 37 · EIN 04-2647786 | Loan Processing | $60,051 |
Filed as: PROCOURSE FIDUCIARY ADVISORS Service code 16 · EIN 45-5291215 | Consulting | $26,667 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $21,633 |
Filed as: PROCOURSE FIDUCIARY ADVISORS LLC Service code 27 · EIN 45-5291215 | Advisory (Plan) | $5,333 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,440 | $79,519-22.7% | $95,952-36.0% | $73,409-16.3% |
| Participation rate | 88.4% | 81.2%+7.2pp | 77.1%+11.3pp | 72.2%+16.2pp |
| Annual return | 14.08% | 19.20%-5.1pp | 91.61%-77.5pp | 59.29%-45.2pp |
| Employer contribution / active EE | $2,390 | $2,048+16.7% | $2,541-5.9% | $2,234+7.0% |
| Participant deferral / active EE | $3,715 | $4,138-10.2% | $4,167-10.9% | $3,805-2.4% |
| Admin fee / account holder | $132 | $184-28.5% | $6,795-98.1% | $158-16.5% |