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 | $2,250 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $265,574 | $132,049+101.1% | $200,582+32.4% | $74,304+257.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 86.9%+13.1pp | 60.3%+39.7pp |
| Annual return | 22.55% | 22.22%+0.3pp | 42.33%-19.8pp | 29.43%-6.9pp |
| Employer contribution / active EE | $6,396 | $4,558+40.3% | $6,419-0.4% | $2,241+185.4% |
| Participant deferral / active EE | $6,332 | $7,213-12.2% | $9,331-32.1% | $3,767+68.1% |
| Admin fee / account holder | $13 | $2,405-99.4% | $16,305-99.9% | $2,969-99.5% |