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.
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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 |
|---|---|---|
FTB ADVISORS, INC.1 year Service code 27 · EIN 62-1254528 | Advisory (Plan) | $21,610 |
THE VANGUARD GROUP, INC.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $21,109 |
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.
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 | $20,144 | $54,193-62.8% | $93,654-78.5% | $77,671-74.1% |
| Participation rate | 32.2% | 63.9%-31.7pp | 68.7%-36.5pp | 70.6%-38.4pp |
| Annual return | 20.92% | 30.54%-9.6pp | 133.34%-112.4pp | 31.21%-10.3pp |
| Employer contribution / active EE | $1,273 | $1,168+9.0% | $2,421-47.4% | $2,726-53.3% |
| Participant deferral / active EE | $1,819 | $3,144-42.1% | $4,413-58.8% | $4,648-60.9% |
| Admin fee / account holder | $247 | $576-57.1% | $8,282-97.0% | $430-42.6% |