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 AMERICA3+ years Service code 13 · EIN 62-1751967 11177 HWY 70 SUITE 201 · ARLINGTON, TN 38002 | Contract Administrator | $30,536 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $53,153 | $237,565-77.6% | $141,162-62.3% | - |
| Participation rate | 36.9% | 70.1%-33.2pp | 82.5%-45.5pp | - |
| Annual return | 24.17% | 19.47%+4.7pp | 71.39%-47.2pp | - |
| Employer contribution / active EE | $1,152 | $2,430-52.6% | $4,735-75.7% | - |
| Participant deferral / active EE | $2,569 | $5,165-50.3% | $6,709-61.7% | - |
| Admin fee / account holder | $261 | $15,211-98.3% | $10,261-97.5% | - |