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 |
|---|---|---|
Filed as: AMERITAS INVESTMENT CORP. Service code 22 · EIN 47-0663374 | Insurance Broker | $56,105 |
NATIONWIDE2 years Service code 13 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Contract Administrator | $40,163 |
TAX FAVORED BENEFITS, INC.5+ years Service code 15 · EIN 48-1138820 | Recordkeeping | $14,297 |
Service code 27 · EIN 26-4311657 | Advisory (Plan) | $5,611 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,771 | $74,347+19.4% | $93,606-5.2% | $67,579+31.4% |
| Participation rate | 86.8% | 80.6%+6.2pp | 75.8%+11.0pp | 71.3%+15.5pp |
| Annual return | 21.69% | 28.07%-6.4pp | 32.76%-11.1pp | 378.56%-356.9pp |
| Employer contribution / active EE | $1,391 | $2,583-46.1% | $2,718-48.8% | $2,148-35.2% |
| Participant deferral / active EE | $3,552 | $4,060-12.5% | $4,069-12.7% | $3,539+0.4% |
| Admin fee / account holder | $28 | $123-77.3% | $7,888-99.6% | $142-80.4% |