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 15 · EIN 62-1751967 11177 HIGHWAY 70 SUITE 201 · ARLINGTON, TN 38002 | Recordkeeping | $46,660 |
Service code 26 · EIN 47-1864063 2770 MAIN STREET #266 · FRISCO, TX 75033 | Advisory (Participants) | $35,561 |
FIDUCIARY WISE, LLC1 year Service code 14 · EIN 81-3799174 2487 SOUTH GILBERT ROAD · GILBERT, AZ 85295 | Plan Administrator | $7,112 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $26,624 | $79,519-66.5% | $95,952-72.3% | $73,409-63.7% |
| Participation rate | 90.4% | 81.2%+9.2pp | 77.1%+13.3pp | 72.2%+18.2pp |
| Annual return | 18.24% | 19.20%-1.0pp | 91.61%-73.4pp | 59.29%-41.0pp |
| Employer contribution / active EE | $3,093 | $2,048+51.0% | $2,541+21.7% | $2,234+38.5% |
| Participant deferral / active EE | $5,072 | $4,138+22.6% | $4,167+21.7% | $3,805+33.3% |
| Admin fee / account holder | $302 | $184+63.6% | $6,795-95.6% | $158+91.0% |