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 |
|---|---|---|
AMERITAS LIFE INSURANCE CORP5 years Filed as: AMERITAS INVESTMENT CORP Service code 27 4801 W 110TH ST. STE 200 · OVERLAND PARK, KS 66211 | Advisory (Plan) | $0 |
ASCENSUS LLC3 years Service code 64 · EIN 11-3665754 | Recordkeeping Fees | $0 |
PKS & COMPANY, PA2 years Filed as: PKS & COMPANY, P.A. Service code 10 · EIN 52-1224986 1801 SWEETBAY DRIVE · SALISBURY, MD 21804 | Accounting | $0 |
TAX FAVORED BENEFITS, INC.6+ years Service code 13 4801 W 110TH STREET, SUITE 200 · OVERLAND PARK, KS 662077190 | Contract Administrator | $0 |
THE VANGUARD GROUP, INC.3 years Service code 64 · EIN 23-1945930 | Recordkeeping Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,446 | $56,152+37.9% | $185,823-58.3% | $73,409+5.5% |
| Participation rate | 93.2% | 67.6%+25.7pp | 78.0%+15.2pp | 72.2%+21.1pp |
| Annual return | 19.71% | 17.59%+2.1pp | 35.95%-16.2pp | 59.29%-39.6pp |
| Employer contribution / active EE | $1,318 | $1,532-13.9% | $4,087-67.7% | $2,234-41.0% |
| Participant deferral / active EE | $3,328 | $3,659-9.1% | $5,632-40.9% | $3,805-12.6% |
| Admin fee / account holder | $225 | $132+70.6% | $9,500-97.6% | $158+42.6% |