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 |
|---|---|---|
FUTURE BRIGHT LLC2 years Filed as: FUTURE BRIGHT Service code 27 4854 6TH ST S · MOORHEAD, MN 56560 | Advisory (Plan) | $18,386 |
Filed as: GREAT-WEST LIFE & ANNUITY COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $316 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $52,862 | $51,466+2.7% | $78,778-32.9% | $62,292-15.1% |
| Participation rate | 76.5% | 59.8%+16.7pp | 69.2%+7.3pp | 69.5%+7.0pp |
| Annual return | 12.37% | 19.96%-7.6pp | 35.62%-23.2pp | 28.90%-16.5pp |
| Employer contribution / active EE | $581 | $827-29.8% | $1,986-70.7% | $2,042-71.6% |
| Participant deferral / active EE | $1,867 | $2,147-13.0% | $2,958-36.9% | $3,169-41.1% |
| Admin fee / account holder | $98 | $489-80.0% | $5,134-98.1% | $479-79.5% |