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 AMERICA2+ years Service code 13 · EIN 62-1751967 11177 HWY 70 SUITE 201 · ARLINGTON, TN 38002 | Contract Administrator | $25,834 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $63,601 | $73,102-13.0% | $123,544-48.5% | $56,287+13.0% |
| Participation rate | 39.7% | 74.3%-34.6pp | 82.3%-42.6pp | 69.9%-30.1pp |
| Annual return | -5.93% | 3.01%-8.9pp | 119.20%-125.1pp | -9.96%+4.0pp |
| Employer contribution / active EE | $1,443 | $2,977-51.5% | $4,628-68.8% | $2,111-31.6% |
| Participant deferral / active EE | $3,324 | $5,423-38.7% | $6,426-48.3% | $3,350-0.8% |
| Admin fee / account holder | $374 | $554-32.4% | $9,284-96.0% | $521-28.1% |