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 | $17,500 |
Filed as: FUTURE PLANNING ASSOCIATES, INC. Service code 99 · EIN 03-0271340 | Other Fees | $9,913 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $4 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $59,588 | $62,928-5.3% | $172,739-65.5% | $67,579-11.8% |
| Participation rate | 50.3% | 64.5%-14.2pp | 82.6%-32.3pp | 71.3%-21.0pp |
| Annual return | 21.66% | 30.36%-8.7pp | 802.84%-781.2pp | 378.56%-356.9pp |
| Employer contribution / active EE | $282 | $1,636-82.8% | $5,143-94.5% | $2,148-86.9% |
| Participant deferral / active EE | $3,057 | $2,145+42.5% | $5,198-41.2% | $3,539-13.6% |
| Admin fee / account holder | $161 | $167-3.3% | $13,954-98.8% | $142+13.2% |