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 CORP2 years Filed as: AMERITAS INVESTMENT CORP. Service code 22 · EIN 47-0663374 | Insurance Broker | $58,482 |
NATIONWIDE3 years Service code 13 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Contract Administrator | $42,631 |
TAX FAVORED BENEFITS, INC.6+ years Service code 15 · EIN 48-1138820 | Recordkeeping | $15,190 |
Service code 27 · EIN 26-4311657 | Advisory (Plan) | $5,848 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $106,976 | $85,135+25.7% | $98,907+8.2% | $73,409+45.7% |
| Participation rate | 81.6% | 81.1%+0.4pp | 76.0%+5.5pp | 72.2%+9.4pp |
| Annual return | 15.11% | 19.14%-4.0pp | 196.43%-181.3pp | 59.29%-44.2pp |
| Employer contribution / active EE | $1,404 | $2,721-48.4% | $2,689-47.8% | $2,234-37.2% |
| Participant deferral / active EE | $3,824 | $4,349-12.1% | $4,244-9.9% | $3,805+0.5% |
| Admin fee / account holder | $379 | $139+172.4% | $6,642-94.3% | $158+140.3% |