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 | $1,900 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $196,044 | $130,194+50.6% | $169,993+15.3% | $71,457+174.4% |
| Participation rate | 100.0% | 86.1%+13.9pp | 87.0%+13.0pp | 67.9%+32.1pp |
| Annual return | 12.19% | 20.37%-8.2pp | 53.37%-41.2pp | 28.85%-16.7pp |
| Employer contribution / active EE | $6,012 | $4,381+37.2% | $6,785-11.4% | $2,588+132.3% |
| Participant deferral / active EE | $5,604 | $6,923-19.1% | $10,408-46.2% | $4,289+30.7% |
| Admin fee / account holder | $12 | $966-98.8% | $12,815-99.9% | $1,587-99.2% |