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 10-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 13 · EIN 42-0127290 | Contract Administrator | $32,623 |
FTB ADVISORS, INC.1 year Filed as: FTB ADVISOR INC Service code 27 · EIN 62-1254528 | Advisory (Plan) | $15,438 |
Filed as: DAUBY O'CONNOR & ZALESKI Service code 10 · EIN 35-1750664 | Accounting | $6,251 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $18,406 | $55,453-66.8% | $170,442-89.2% | $62,292-70.5% |
| Participation rate | 63.8% | 66.4%-2.6pp | 83.6%-19.8pp | 69.5%-5.7pp |
| Annual return | 12.79% | 21.38%-8.6pp | 205.93%-193.1pp | 28.90%-16.1pp |
| Employer contribution / active EE | $731 | $2,164-66.2% | $5,433-86.5% | $2,042-64.2% |
| Participant deferral / active EE | $790 | $2,303-65.7% | $4,939-84.0% | $3,169-75.1% |
| Admin fee / account holder | $431 | $455-5.3% | $13,880-96.9% | $479-10.1% |