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) | $46,577 |
FUTUREBENEFITS OF AMERICA5 years Service code 26 · EIN 62-1751967 11177 HIGHWAY 70 SUITE 201 · ARLINGTON, TN 38002 | Advisory (Participants) | $38,066 |
FIDUCIARY WISE, LLC3 years Service code 14 · EIN 81-3799174 2487 SOUTH GILBERT ROAD · GILBERT, AZ 85295 | Plan Administrator | $7,622 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,179 | $47,126-65.7% | $149,673-89.2% | $74,419-78.3% |
| Participation rate | 40.5% | 63.4%-22.9pp | 78.8%-38.2pp | 70.7%-30.2pp |
| Annual return | 19.40% | 22.75%-3.4pp | 134.42%-115.0pp | 34.38%-15.0pp |
| Employer contribution / active EE | $1,276 | $1,905-33.0% | $4,818-73.5% | $2,637-51.6% |
| Participant deferral / active EE | $2,168 | $2,728-20.5% | $5,680-61.8% | $4,528-52.1% |
| Admin fee / account holder | $177 | $343-48.4% | $13,210-98.7% | $348-49.1% |