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 |
|---|---|---|
TFB ADVISORS, LLC1 year Service code 27 · EIN 88-8228909 | Advisory (Plan) | $6,428 |
NATIONWIDE3 years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $6,024 |
TAX FAVORED BENEFITS, INC.5 years Service code 13 4801 W. 110TH ST. · OVERLAND PARK, KS 66211 | Contract Administrator | $3,849 |
AMERITAS LIFE INSURANCE CORP3 years Filed as: AMERITAS ADVISORY SERVICES Service code 27 · EIN 84-4383499 | Advisory (Plan) | $1,333 |
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 | $10,140 | $54,517-81.4% | $75,972-86.7% | $74,495-86.4% |
| Participation rate | 91.9% | 60.3%+31.6pp | 69.1%+22.8pp | 67.2%+24.7pp |
| Annual return | 25.99% | 31.82%-5.8pp | 359.55%-333.6pp | 1364.94%-1339.0pp |
| Employer contribution / active EE | $1,490 | $1,777-16.1% | $2,685-44.5% | $2,623-43.2% |
| Participant deferral / active EE | $2,108 | $3,066-31.2% | $4,255-50.5% | $4,346-51.5% |
| Admin fee / account holder | $62 | $2,229-97.2% | $6,467-99.0% | $1,942-96.8% |