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 7-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 AMERICA3 years Service code 15 · EIN 62-1751967 11177 HIGHWAY 70 SUITE 201 · ARLINGTON, TN 38002 | Recordkeeping | $28,197 |
Service code 26 · EIN 47-1864063 2770 MAIN STREET #266 · FRISCO, TX 75033 | Advisory (Participants) | $25,390 |
FIDUCIARY WISE, LLC1 year Service code 14 · EIN 81-3799174 2487 SOUTH GILBERT ROAD · GILBERT, AZ 85295 | Plan Administrator | $5,077 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $13,630 | $56,485-75.9% | $185,823-92.7% | $86,799-84.3% |
| Participation rate | 32.3% | 65.5%-33.1pp | 81.7%-49.4pp | 72.3%-39.9pp |
| Annual return | 16.71% | 118.04%-101.3pp | 122.05%-105.3pp | 97.91%-81.2pp |
| Employer contribution / active EE | $869 | $1,843-52.8% | $5,167-83.2% | $2,405-63.9% |
| Participant deferral / active EE | $1,438 | $2,553-43.7% | $5,568-74.2% | $4,131-65.2% |
| Admin fee / account holder | $137 | $150-8.3% | $16,237-99.2% | $170-19.1% |