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 8-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 |
|---|---|---|
FUTUREBENEFITS OF AMERICA1+ years Service code 13 · EIN 62-1751967 11177 HWY 70 SUITE 201 · ARLINGTON, TN 38002 | Contract Administrator | $13,683 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $75,166 | $80,753-6.9% | $136,294-44.8% | $62,292+20.7% |
| Participation rate | 34.9% | 73.5%-38.6pp | 81.9%-47.0pp | 69.5%-34.6pp |
| Annual return | 113.37% | 35.83%+77.5pp | 5155.94%-5042.6pp | 28.90%+84.5pp |
| Employer contribution / active EE | $1,182 | $2,884-59.0% | $4,695-74.8% | $2,042-42.1% |
| Participant deferral / active EE | $2,454 | $5,164-52.5% | $6,247-60.7% | $3,169-22.6% |
| Admin fee / account holder | $247 | $525-53.0% | $9,243-97.3% | $479-48.5% |