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 |
|---|---|---|
Service code 26 · EIN 47-1864063 2770 MAIN STREET #266 · FRISCO, TX 75033 | Advisory (Participants) | $46,291 |
FUTUREBENEFITS OF AMERICA7 years Service code 15 · EIN 62-1751967 11177 HWY 70 · ARLINGTON, TN 38002 | Recordkeeping | $40,862 |
FIDUCIARY WISE, LLC5 years Service code 14 · EIN 81-3799174 2487 SOUTH GILBERT ROAD · GILBERT, AZ 85295 | Plan Administrator | $13,226 |
Filed as: BRYN MAWR CAPITAL MANAGEMENT Service code 28 · EIN 81-3631889 1818 MARKET STREET · PHILADELPHIA, PA 19103 | Investment Management | $6,613 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,774 | $79,171-46.0% | $102,423-58.2% | $74,495-42.6% |
| Participation rate | 86.7% | 74.8%+11.9pp | 76.5%+10.2pp | 67.2%+19.5pp |
| Annual return | 10.23% | 54.93%-44.7pp | 29.32%-19.1pp | 1364.94%-1354.7pp |
| Employer contribution / active EE | $3,796 | $2,362+60.7% | $3,023+25.5% | $2,623+44.7% |
| Participant deferral / active EE | $6,029 | $4,415+36.6% | $5,053+19.3% | $4,346+38.7% |
| Admin fee / account holder | $399 | $2,001-80.1% | $9,451-95.8% | $1,942-79.5% |