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 |
|---|---|---|
TAX FAVORED BENEFITS, INC.4 years Service code 13 4801 W. 110TH ST. · OVERLAND PARK, KS 66211 | Contract Administrator | $9,743 |
AMERITAS LIFE INSURANCE CORP2 years Filed as: AMERITAS ADVISORY SERVICES Service code 27 · EIN 84-4383499 | Advisory (Plan) | $7,476 |
NATIONWIDE2 years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $5,687 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,658 | $51,045-85.0% | $70,515-89.1% | $71,457-89.3% |
| Participation rate | 92.3% | 59.4%+32.8pp | 68.3%+23.9pp | 67.9%+24.3pp |
| Annual return | -6.48% | 42.63%-49.1pp | 32.77%-39.3pp | 28.85%-35.3pp |
| Employer contribution / active EE | $1,256 | $1,790-29.9% | $2,973-57.8% | $2,588-51.5% |
| Participant deferral / active EE | $1,839 | $3,026-39.2% | $4,567-59.7% | $4,289-57.1% |
| Admin fee / account holder | $81 | $1,994-96.0% | $6,412-98.7% | $1,587-94.9% |