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 | $22,286 |
FTB ADVISORS, INC.5 years Filed as: FTB ADVISORS INC Service code 27 · EIN 62-1254528 | Advisory (Plan) | $19,602 |
Participant contribution per participant 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 | $40,497 | $76,050-46.7% | $96,544-58.1% | $71,457-43.3% |
| Participation rate | 97.1% | 74.4%+22.7pp | 76.0%+21.1pp | 67.9%+29.2pp |
| Annual return | 17.31% | 22.81%-5.5pp | 25.84%-8.5pp | 28.85%-11.5pp |
| Employer contribution / active EE | $2,066 | $2,244-8.0% | $2,965-30.3% | $2,588-20.2% |
| Participant deferral / active EE | $1,465 | $4,215-65.3% | $4,851-69.8% | $4,289-65.8% |
| Admin fee / account holder | $239 | $2,707-91.2% | $8,252-97.1% | $1,587-84.9% |