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 | $35,281 |
FTB ADVISORS, INC.4 years Filed as: FTB ADVISORS Service code 27 · EIN 62-1254528 | Advisory (Plan) | $27,868 |
AVINTUS4 years Filed as: AVINTUS, LLC Service code 15 · EIN 04-3682160 113 SEABOARD LANE, SUITE B150 · FRANKLIN, TN 37067 | Recordkeeping | $2,521 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $69,205 | $83,477-17.1% | $125,175-44.7% | $72,985-5.2% |
| Participation rate | 90.7% | 73.3%+17.4pp | 79.8%+10.9pp | 69.5%+21.2pp |
| Annual return | 20.93% | 25.78%-4.9pp | 43.79%-22.9pp | 81.00%-60.1pp |
| Employer contribution / active EE | $2,076 | $2,345-11.5% | $3,865-46.3% | $2,440-14.9% |
| Participant deferral / active EE | $5,334 | $3,585+48.8% | $4,937+8.1% | $3,607+47.9% |
| Admin fee / account holder | $852 | $5,517-84.6% | $9,702-91.2% | $5,124-83.4% |