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 |
|---|---|---|
THE VANGUARD GROUP, INC.7 years Service code 64 · EIN 23-1945930 | Recordkeeping Fees | $47,603 |
AMERITAS LIFE INSURANCE CORP9 years Filed as: AMERITAS INVESTMENT CORP Service code 27 · EIN 84-4383499 4801 W 110TH ST. STE 200 · OVERLAND PARK, KS 66211 | Advisory (Plan) | $47,435 |
TAX FAVORED BENEFITS, INC.10+ years Service code 13 4801 W 110TH STREET, SUITE 200 · OVERLAND PARK, KS 662077190 | Contract Administrator | $10,700 |
ASCENSUS LLC7 years Service code 64 · EIN 11-3665754 | Recordkeeping Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,767 | $62,624-6.2% | $177,989-67.0% | $77,643-24.3% |
| Participation rate | 96.8% | 66.8%+29.9pp | 77.1%+19.7pp | 70.6%+26.2pp |
| Annual return | 12.47% | 16.16%-3.7pp | 294.48%-282.0pp | 31.24%-18.8pp |
| Employer contribution / active EE | $1,625 | $1,909-14.9% | $3,949-58.8% | $2,726-40.4% |
| Participant deferral / active EE | $4,232 | $4,219+0.3% | $6,276-32.6% | $4,647-8.9% |
| Admin fee / account holder | $215 | $386-44.2% | $10,363-97.9% | $430-50.0% |