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 |
|---|---|---|
FTB ADVISORS, INC.1 year Filed as: FTB ADVISORS Service code 27 · EIN 62-1254528 | Advisory (Plan) | $11,355 |
Filed as: TRANSAMERICA RETIREMENT SOLUTIONS L Service code 15 · EIN 13-3689044 | Recordkeeping | $2,634 |
AVINTUS1 year Filed as: AVINTUS LL Service code 15 · EIN 04-3682160 113 SEABOARD LANE, STE B150 · FRANKLIN, TN 37067 | Recordkeeping | $850 |
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $28,885 | $42,546-32.1% | $71,796-59.8% | $55,167-47.6% |
| Participation rate | 92.4% | 59.1%+33.3pp | 69.1%+23.3pp | 69.0%+23.4pp |
| Annual return | 4.81% | 12.36%-7.6pp | 78.04%-73.2pp | 169.23%-164.4pp |
| Employer contribution / active EE | $1,890 | $803+135.3% | $1,924-1.8% | $1,963-3.7% |
| Participant deferral / active EE | $3,813 | $2,064+84.7% | $2,794+36.5% | $3,054+24.9% |
| Admin fee / account holder | $0 | $650-100.0% | $4,815-100.0% | $504-100.0% |