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 60 · EIN 04-2647786 | Sub-TA Fees | $26,783 |
FTB ADVISORS, INC.3 years Filed as: FTB ADVISORS INC Service code 27 · EIN 62-1254528 | Advisory (Plan) | $23,213 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,530 | $84,936-48.8% | $111,297-60.9% | $79,386-45.2% |
| Participation rate | 87.2% | 75.9%+11.3pp | 77.3%+9.9pp | 70.7%+16.5pp |
| Annual return | 11.73% | 17.45%-5.7pp | 54.65%-42.9pp | 116.85%-105.1pp |
| Employer contribution / active EE | $1,474 | $1,979-25.5% | $2,731-46.0% | $2,427-39.3% |
| Participant deferral / active EE | $1,258 | $3,888-67.6% | $4,487-72.0% | $4,046-68.9% |
| Admin fee / account holder | $301 | $537-43.9% | $7,964-96.2% | $626-51.9% |