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 AMERICA6 years Service code 15 · EIN 62-1751967 11177 HWY 70 · ARLINGTON, TN 38002 | Recordkeeping | $35,682 |
FIDUCIARY WISE, LLC4 years Service code 14 · EIN 81-3799174 2487 SOUTH GILBERT ROAD · GILBERT, AZ 85295 | Plan Administrator | $10,985 |
BELL ROCK CAPITAL, LLC2 years Filed as: BELL ROCK CAPITAL Service code 14 980 N FEDERAL HWY · BOCA RATON, FL 33432 | Plan Administrator | $5,497 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,870 | $76,050-54.1% | $96,544-63.9% | $71,457-51.2% |
| Participation rate | 96.7% | 74.4%+22.3pp | 76.0%+20.7pp | 67.9%+28.8pp |
| Annual return | 15.63% | 22.81%-7.2pp | 25.84%-10.2pp | 28.85%-13.2pp |
| Employer contribution / active EE | $4,028 | $2,244+79.5% | $2,965+35.8% | $2,588+55.7% |
| Participant deferral / active EE | $6,456 | $4,215+53.2% | $4,851+33.1% | $4,289+50.5% |
| Admin fee / account holder | $303 | $2,707-88.8% | $8,252-96.3% | $1,587-80.9% |