See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
FTB ADVISORS, INC.6 years Service code 27 · EIN 62-1254528 | Advisory (Plan) | $53,179 |
ASCENSUS LLC4 years Service code 15 · EIN 11-3665754 | Recordkeeping | $27,515 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,639 | $104,475-26.6% | $159,436-51.9% | $79,386-3.5% |
| Participation rate | 78.5% | 76.6%+1.8pp | 82.8%-4.4pp | 70.7%+7.8pp |
| Annual return | 14.64% | 67.95%-53.3pp | 263.57%-248.9pp | 116.85%-102.2pp |
| Employer contribution / active EE | $373 | $3,417-89.1% | $4,829-92.3% | $2,427-84.6% |
| Participant deferral / active EE | $6,478 | $6,467+0.2% | $7,352-11.9% | $4,046+60.1% |
| Admin fee / account holder | $249 | $711-65.0% | $10,799-97.7% | $626-60.2% |