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 |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $44,226 |
FTB ADVISORS, INC.3 years Filed as: FTB ADVISORS Service code 27 · EIN 62-1254528 | Advisory (Plan) | $27,379 |
AVINTUS3 years Filed as: AVINTUS, LLC Service code 15 · EIN 04-3682160 113 SEABOARD LANE, SUITE B150 · FRANKLIN, TN 37067 | Recordkeeping | $1,866 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $53,684 | $66,302-19.0% | $110,238-51.3% | $56,287-4.6% |
| Participation rate | 89.6% | 74.9%+14.7pp | 79.8%+9.8pp | 69.9%+19.8pp |
| Annual return | -7.36% | -1.18%-6.2pp | 314.74%-322.1pp | -9.96%+2.6pp |
| Employer contribution / active EE | $1,975 | $2,047-3.5% | $3,826-48.4% | $2,111-6.4% |
| Participant deferral / active EE | $4,887 | $3,381+44.5% | $4,672+4.6% | $3,350+45.9% |
| Admin fee / account holder | $789 | $698+13.0% | $8,547-90.8% | $521+51.5% |