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 AMERICA4 years Service code 15 · EIN 62-1751967 11177 HIGHWAY 70 SUITE 201 · ARLINGTON, TN 38002 | Recordkeeping | $52,070 |
Service code 26 · EIN 47-1864063 2770 MAIN STREET #266 · FRISCO, TX 75033 | Advisory (Participants) | $35,271 |
FIDUCIARY WISE, LLC2 years Service code 14 · EIN 81-3799174 2487 SOUTH GILBERT ROAD · GILBERT, AZ 85295 | Plan Administrator | $9,121 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,834 | $185,342-81.7% | $111,297-69.6% | $86,799-61.0% |
| Participation rate | 96.6% | 81.0%+15.7pp | 77.3%+19.3pp | 72.3%+24.3pp |
| Annual return | 14.19% | 500.80%-486.6pp | 54.65%-40.5pp | 97.91%-83.7pp |
| Employer contribution / active EE | $3,475 | $2,246+54.7% | $2,731+27.2% | $2,405+44.5% |
| Participant deferral / active EE | $5,794 | $4,458+30.0% | $4,487+29.1% | $4,131+40.3% |
| Admin fee / account holder | $362 | $255+41.5% | $7,964-95.5% | $170+113.2% |