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: FUTURE PLANNING ASSOCIATES, INC. Service code 37 · EIN 03-0271340 | Loan Processing | $1,625 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $205,744 | $121,341+69.6% | $189,513+8.6% | $79,386+159.2% |
| Participation rate | 100.0% | 86.1%+13.9pp | 87.8%+12.2pp | 70.7%+29.3pp |
| Annual return | 22.24% | 21.08%+1.2pp | 555.15%-532.9pp | 116.85%-94.6pp |
| Employer contribution / active EE | $5,102 | $3,915+30.3% | $6,162-17.2% | $2,427+110.2% |
| Participant deferral / active EE | $4,829 | $6,395-24.5% | $8,221-41.3% | $4,046+19.4% |
| Admin fee / account holder | $9 | $651-98.5% | $12,045-99.9% | $626-98.5% |