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 AMERICA2 years Service code 15 · EIN 62-1751967 11177 HIGHWAY 70 SUITE 201 · ARLINGTON, TN 38002 | Recordkeeping | $6,666 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $8,429 | $52,953-84.1% | $172,739-95.1% | $65,185-87.1% |
| Participation rate | 57.6% | 66.2%-8.6pp | 82.6%-25.0pp | 70.2%-12.6pp |
| Annual return | 19.31% | 30.12%-10.8pp | 802.84%-783.5pp | 29.38%-10.1pp |
| Employer contribution / active EE | $0 | $2,190-100.0% | $5,143-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $2,373 | $2,471-4.0% | $5,198-54.3% | $3,514-32.5% |
| Admin fee / account holder | $101 | $472-78.7% | $13,954-99.3% | $847-88.1% |