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 10-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 HWY 70 STE 201 · ARLINGTON, TN 38002 | Recordkeeping | $32,516 |
JAMES E. BAIERS5+ years Service code 20 · EIN 37-7467009 1906 W. HOUSTONIA AVE. · ROYAL OAK, MI 48073 | Trustee (individual) | $20,000 |
Filed as: MORGAN STANLEY Service code 21 · EIN 26-4310632 1633 BROADWAY 25TH FLOOR · NEW YORK, NY 10019 | Bank Trustee | $17,432 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $7,118 | $38,365-81.4% | $84,611-91.6% | $65,185-89.1% |
| Participation rate | 98.8% | 55.7%+43.1pp | 68.2%+30.5pp | 70.2%+28.6pp |
| Annual return | 5.11% | 32.00%-26.9pp | 258.74%-253.6pp | 29.38%-24.3pp |
| Employer contribution / active EE | $0 | $1,258-100.0% | $2,652-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $0 | $2,278-100.0% | $3,899-100.0% | $3,514-100.0% |
| Admin fee / account holder | $292 | $451-35.2% | $4,912-94.0% | $847-65.5% |