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 | $52,909 |
TFB ADVISORS, LLC2 years Filed as: TFB ADVISORS LLC Service code 16 · EIN 88-2289092 | Consulting | $27,387 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,333 | $55,415-45.3% | $155,509-80.5% | $74,495-59.3% |
| Participation rate | 100.0% | 61.9%+38.1pp | 78.2%+21.8pp | 67.2%+32.8pp |
| Annual return | 12.66% | 268.50%-255.8pp | 64.67%-52.0pp | 1364.94%-1352.3pp |
| Employer contribution / active EE | $3,890 | $2,267+71.6% | $4,672-16.7% | $2,623+48.3% |
| Participant deferral / active EE | $2,683 | $2,836-5.4% | $5,626-52.3% | $4,346-38.3% |
| Admin fee / account holder | $6 | $1,738-99.6% | $15,912-100.0% | $1,942-99.7% |