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 |
|---|---|---|
Service code 26 · EIN 47-1864063 2770 MAIN STREET #266 · FRISCO, TX 75033 | Advisory (Participants) | $38,702 |
FUTUREBENEFITS OF AMERICA4 years Service code 26 · EIN 62-1751967 11177 HIGHWAY 70 SUITE 201 · ARLINGTON, TN 38002 | Advisory (Participants) | $31,698 |
FIDUCIARY WISE, LLC2 years Service code 14 · EIN 81-3799174 2487 SOUTH GILBERT ROAD · GILBERT, AZ 85295 | Plan Administrator | $6,241 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,007 | $46,292-71.9% | $143,757-91.0% | $64,808-79.9% |
| Participation rate | 38.5% | 64.2%-25.7pp | 80.3%-41.8pp | 71.5%-33.0pp |
| Annual return | -11.12% | -10.05%-1.1pp | -0.04%-11.1pp | 32.82%-43.9pp |
| Employer contribution / active EE | $1,068 | $1,910-44.1% | $4,951-78.4% | $2,506-57.4% |
| Participant deferral / active EE | $1,799 | $2,646-32.0% | $5,637-68.1% | $4,310-58.3% |
| Admin fee / account holder | $151 | $154-1.7% | $14,673-99.0% | $188-19.5% |