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 15 · EIN 62-1751967 11177 HIGHWAY 70 SUITE 201 · ARLINGTON, TN 38002 | Recordkeeping | $30,181 |
Service code 26 · EIN 47-1864063 2770 MAIN STREET #266 · FRISCO, TX 75033 | Advisory (Participants) | $24,051 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $22,993 | $73,404-68.7% | $87,100-73.6% | $67,579-66.0% |
| Participation rate | 87.8% | 80.9%+6.9pp | 76.9%+10.9pp | 71.3%+16.5pp |
| Annual return | 23.50% | 48.29%-24.8pp | 28.19%-4.7pp | 378.56%-355.1pp |
| Employer contribution / active EE | $2,931 | $2,014+45.6% | $2,521+16.3% | $2,148+36.5% |
| Participant deferral / active EE | $5,022 | $3,913+28.4% | $4,049+24.1% | $3,539+41.9% |
| Admin fee / account holder | $237 | $142+67.3% | $7,497-96.8% | $142+66.4% |