Filed March 4, 2025
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 |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $36,542 |
TFB ADVISORS, LLC1 year Filed as: TFB ADVISORS LLC Service code 16 · EIN 88-2289092 | Consulting | $14,411 |
AMERITAS LIFE INSURANCE CORP3 years Filed as: AMERITAS ADVISORY SERVICES Service code 16 · EIN 84-4383499 | Consulting | $5,940 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,332 | $61,272-58.7% | $149,673-83.1% | $71,457-64.5% |
| Participation rate | 98.2% | 62.5%+35.7pp | 78.8%+19.5pp | 67.9%+30.3pp |
| Annual return | 17.85% | 35.85%-18.0pp | 134.42%-116.6pp | 28.85%-11.0pp |
| Employer contribution / active EE | $6,084 | $2,378+155.8% | $4,818+26.3% | $2,588+135.1% |
| Participant deferral / active EE | $2,518 | $2,917-13.7% | $5,680-55.7% | $4,289-41.3% |
| Admin fee / account holder | $4 | $1,261-99.7% | $13,210-100.0% | $1,587-99.8% |