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.4 years Service code 27 · EIN 62-1254528 | Advisory (Plan) | $38,176 |
ASCENSUS LLC2 years Service code 15 · EIN 11-3665754 | Recordkeeping | $27,849 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $61,075 | $88,122-30.7% | $141,162-56.7% | $67,579-9.6% |
| Participation rate | 77.2% | 76.5%+0.7pp | 82.5%-5.3pp | 71.3%+5.9pp |
| Annual return | 21.93% | 75.40%-53.5pp | 71.39%-49.5pp | 378.56%-356.6pp |
| Employer contribution / active EE | $388 | $3,224-88.0% | $4,735-91.8% | $2,148-81.9% |
| Participant deferral / active EE | $2,919 | $5,958-51.0% | $6,709-56.5% | $3,539-17.5% |
| Admin fee / account holder | $223 | $131+70.4% | $10,261-97.8% | $142+56.8% |