See peer percentile detail. $4.99 for your first month.
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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) | $54,713 |
FUTUREBENEFITS OF AMERICA6 years Service code 26 · EIN 62-1751967 11177 HIGHWAY 70 SUITE 201 · ARLINGTON, TN 38002 | Advisory (Participants) | $41,495 |
FIDUCIARY WISE, LLC4 years Service code 14 · EIN 81-3799174 2487 SOUTH GILBERT ROAD · GILBERT, AZ 85295 | Plan Administrator | $10,943 |
Filed as: BRYN MAWR CAPITAL MANAGEMENT Service code 28 · EIN 81-3631889 1818 MARKET STREET · PHILADELPHIA, PA 19103 | Investment Management | $5,471 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,388 | $50,815-59.9% | $155,509-86.9% | $77,643-73.7% |
| Participation rate | 41.1% | 63.1%-22.0pp | 78.2%-37.1pp | 70.6%-29.5pp |
| Annual return | 11.15% | 34.80%-23.7pp | 64.67%-53.5pp | 31.24%-20.1pp |
| Employer contribution / active EE | $1,336 | $1,993-32.9% | $4,672-71.4% | $2,726-51.0% |
| Participant deferral / active EE | $2,241 | $2,822-20.6% | $5,626-60.2% | $4,647-51.8% |
| Admin fee / account holder | $228 | $437-47.8% | $15,912-98.6% | $430-47.0% |