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 | $16,025 |
Filed as: FUTURE PLANNING ASSOCIATES Service code 99 · EIN 03-0271340 | Other Fees | $6,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,459 | $52,293-3.5% | $178,490-71.7% | $73,409-31.3% |
| Participation rate | 96.4% | 65.3%+31.1pp | 81.9%+14.5pp | 72.2%+24.3pp |
| Annual return | 12.94% | 34.75%-21.8pp | 151.07%-138.1pp | 59.29%-46.4pp |
| Employer contribution / active EE | $3,314 | $1,735+91.0% | $5,011-33.9% | $2,234+48.4% |
| Participant deferral / active EE | $0 | $2,332-100.0% | $5,202-100.0% | $3,805-100.0% |
| Admin fee / account holder | $115 | $127-9.3% | $13,984-99.2% | $158-26.9% |