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 CORP7 years Filed as: AMERITAS INVESTMENT CORP Service code 27 4801 W 110TH ST. STE 200 · OVERLAND PARK, KS 66211 | Advisory (Plan) | $54,887 |
THE VANGUARD GROUP, INC.5 years Service code 64 · EIN 23-1945930 | Recordkeeping Fees | $40,405 |
TAX FAVORED BENEFITS, INC.8+ years Service code 13 4801 W 110TH STREET, SUITE 200 · OVERLAND PARK, KS 662077190 | Contract Administrator | $1,650 |
ASCENSUS LLC5 years Service code 64 · EIN 11-3665754 | Recordkeeping Fees | $0 |
PKS & COMPANY, PA4 years Filed as: PKS & COMPANY, P.A. Service code 10 · EIN 52-1224986 1801 SWEETBAY DRIVE · SALISBURY, MD 21804 | Accounting | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,438 | $50,458+5.9% | $159,960-66.6% | $64,808-17.5% |
| Participation rate | 94.7% | 68.0%+26.7pp | 78.0%+16.8pp | 71.5%+23.3pp |
| Annual return | -15.47% | -13.42%-2.1pp | 408.60%-424.1pp | 32.82%-48.3pp |
| Employer contribution / active EE | $1,280 | $1,722-25.7% | $4,226-69.7% | $2,506-48.9% |
| Participant deferral / active EE | $3,513 | $4,004-12.2% | $6,182-43.2% | $4,310-18.5% |
| Admin fee / account holder | $183 | $706-74.0% | $8,698-97.9% | $188-2.4% |