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 AMERICA5 years Service code 15 · EIN 62-1751967 11177 HIGHWAY 70 SUITE 201 · ARLINGTON, TN 38002 | Recordkeeping | $46,344 |
Service code 26 · EIN 47-1864063 2770 MAIN STREET #266 · FRISCO, TX 75033 | Advisory (Participants) | $35,485 |
FIDUCIARY WISE, LLC3 years Service code 14 · EIN 81-3799174 2487 SOUTH GILBERT ROAD · GILBERT, AZ 85295 | Plan Administrator | $10,138 |
BELL ROCK CAPITAL, LLC1 year Filed as: BELL ROCK CAPITAL Service code 14 980 N FEDERAL HWY · BOCA RATON, FL 33432 | Plan Administrator | $5,074 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,424 | $72,254-59.3% | $86,677-66.1% | $64,808-54.6% |
| Participation rate | 94.6% | 80.4%+14.2pp | 76.6%+18.0pp | 71.5%+23.2pp |
| Annual return | -17.08% | 392.42%-409.5pp | 35.91%-53.0pp | 32.82%-49.9pp |
| Employer contribution / active EE | $3,896 | $2,393+62.8% | $2,836+37.4% | $2,506+55.5% |
| Participant deferral / active EE | $6,458 | $4,658+38.7% | $4,656+38.7% | $4,310+49.8% |
| Admin fee / account holder | $231 | $174+32.7% | $7,493-96.9% | $188+22.9% |