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 CORP8 years Filed as: AMERITAS INVESTMENT CORP Service code 27 · EIN 84-4383499 4801 W 110TH ST. STE 200 · OVERLAND PARK, KS 66211 | Advisory (Plan) | $52,695 |
THE VANGUARD GROUP, INC.6 years Service code 64 · EIN 23-1945930 | Recordkeeping Fees | $43,487 |
TAX FAVORED BENEFITS, INC.9+ years Service code 13 4801 W 110TH STREET, SUITE 200 · OVERLAND PARK, KS 662077190 | Contract Administrator | $6,750 |
ASCENSUS LLC6 years Service code 64 · EIN 11-3665754 | Recordkeeping Fees | $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 | $52,886 | $56,638-6.6% | $169,368-68.8% | $74,419-28.9% |
| Participation rate | 95.1% | 67.5%+27.5pp | 77.1%+17.9pp | 70.7%+24.3pp |
| Annual return | 17.59% | 24.75%-7.2pp | 405.60%-388.0pp | 34.38%-16.8pp |
| Employer contribution / active EE | $1,353 | $2,027-33.2% | $4,013-66.3% | $2,637-48.7% |
| Participant deferral / active EE | $3,621 | $4,223-14.3% | $6,221-41.8% | $4,528-20.0% |
| Admin fee / account holder | $168 | $307-45.1% | $9,003-98.1% | $348-51.6% |