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.5 years Service code 27 · EIN 62-1254528 | Advisory (Plan) | $40,315 |
ASCENSUS LLC3 years Service code 15 · EIN 11-3665754 | Recordkeeping | $28,251 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $70,188 | $100,801-30.4% | $149,696-53.1% | $73,409-4.4% |
| Participation rate | 69.5% | 77.7%-8.2pp | 82.5%-12.9pp | 72.2%-2.6pp |
| Annual return | 15.79% | 265.34%-249.5pp | 276.60%-260.8pp | 59.29%-43.5pp |
| Employer contribution / active EE | $344 | $3,312-89.6% | $4,644-92.6% | $2,234-84.6% |
| Participant deferral / active EE | $2,761 | $6,404-56.9% | $6,842-59.6% | $3,805-27.4% |
| Admin fee / account holder | $225 | $181+24.6% | $9,309-97.6% | $158+42.7% |