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 99 · EIN 42-1445429 | Other Fees | $8,750 |
Filed as: FUTURE PLANNING ASSOCIATES Service code 99 · EIN 11-1000111 | Other Fees | $8,600 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,357 | $62,928-24.7% | $172,739-72.6% | $67,579-29.9% |
| Participation rate | 97.2% | 64.5%+32.7pp | 82.6%+14.5pp | 71.3%+25.9pp |
| Annual return | 17.69% | 30.36%-12.7pp | 802.84%-785.2pp | 378.56%-360.9pp |
| Employer contribution / active EE | $3,305 | $1,636+102.0% | $5,143-35.7% | $2,148+53.9% |
| Participant deferral / active EE | $0 | $2,145-100.0% | $5,198-100.0% | $3,539-100.0% |
| Admin fee / account holder | $105 | $167-37.0% | $13,954-99.2% | $142-26.2% |