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.9 years Service code 26 · EIN 62-1254528 | Advisory (Participants) | $71,168 |
THE VANGUARD GROUP, INC.2 years Service code 19 · EIN 23-1945930 | Securities Custodian | $45,003 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,162 | $55,415+57.3% | $155,509-44.0% | $74,495+17.0% |
| Participation rate | 97.1% | 61.9%+35.2pp | 78.2%+18.9pp | 67.2%+29.9pp |
| Annual return | 12.77% | 268.50%-255.7pp | 64.67%-51.9pp | 1364.94%-1352.2pp |
| Employer contribution / active EE | $8,289 | $2,267+265.6% | $4,672+77.4% | $2,623+216.0% |
| Participant deferral / active EE | $7,584 | $2,836+167.4% | $5,626+34.8% | $4,346+74.5% |
| Admin fee / account holder | $461 | $1,738-73.5% | $15,912-97.1% | $1,942-76.3% |