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, LLC2 years Service code 27 · EIN 88-8228909 | Advisory (Plan) | $14,251 |
NATIONWIDE4 years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $10,648 |
TAX FAVORED BENEFITS, INC.6 years Service code 13 4801 W. 110TH ST. · OVERLAND PARK, KS 66211 | Contract Administrator | $7,825 |
AMERITAS LIFE INSURANCE CORP4 years Filed as: AMERITAS ADVISORY SERVICES Service code 27 · EIN 84-4383499 | Advisory (Plan) | $0 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,571 | $59,097-78.7% | $82,389-84.7% | $74,304-83.1% |
| Participation rate | 74.5% | 52.8%+21.7pp | 69.5%+4.9pp | 60.3%+14.1pp |
| Annual return | 4.73% | 22.85%-18.1pp | 28.67%-23.9pp | 29.43%-24.7pp |
| Employer contribution / active EE | $1,332 | $1,601-16.8% | $2,517-47.1% | $2,241-40.6% |
| Participant deferral / active EE | $1,846 | $2,775-33.5% | $4,155-55.6% | $3,767-51.0% |
| Admin fee / account holder | $102 | $4,489-97.7% | $7,231-98.6% | $2,969-96.6% |