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.7 years Service code 27 · EIN 62-1254528 | Advisory (Plan) | $28,838 |
ASCENSUS LLC5 years Service code 15 · EIN 11-3665754 | Recordkeeping | $18,510 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return 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 | $68,835 | $82,664-16.7% | $125,339-45.1% | $68,494+0.5% |
| Participation rate | 71.0% | 75.0%-4.1pp | 82.4%-11.4pp | 67.9%+3.1pp |
| Annual return | -51.15% | -5.97%-45.2pp | 572.05%-623.2pp | -7.84%-43.3pp |
| Employer contribution / active EE | $293 | $3,381-91.3% | $4,814-93.9% | $2,596-88.7% |
| Participant deferral / active EE | $8,299 | $6,110+35.8% | $7,446+11.4% | $4,027+106.1% |
| Admin fee / account holder | $707 | $6,275-88.7% | $10,010-92.9% | $5,403-86.9% |