Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 |
|---|---|---|
FTB ADVISORS, INC.8 years Filed as: FTB ADVISORS INC Service code 27 · EIN 62-1254528 | Advisory (Plan) | $80,807 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $42,308 |
ASCENSUS LLC5 years Filed as: FUTUREPLAN Service code 27 · EIN 82-3719843 | Advisory (Plan) | $13,120 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,080 | $54,193-27.9% | $93,654-58.3% | $77,671-49.7% |
| Participation rate | 94.0% | 63.9%+30.1pp | 68.7%+25.3pp | 70.6%+23.4pp |
| Annual return | 15.15% | 30.54%-15.4pp | 133.34%-118.2pp | 31.21%-16.1pp |
| Employer contribution / active EE | $2,185 | $1,168+87.1% | $2,421-9.7% | $2,726-19.8% |
| Participant deferral / active EE | $5,360 | $3,144+70.5% | $4,413+21.5% | $4,648+15.3% |
| Admin fee / account holder | $289 | $576-49.7% | $8,282-96.5% | $430-32.8% |