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 CORP4 years Filed as: AMERITAS INVESTMENT CORP. Service code 22 · EIN 47-0663374 | Insurance Broker | $65,209 |
NATIONWIDE5 years Service code 13 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Contract Administrator | $50,237 |
TAX FAVORED BENEFITS, INC.8+ years Service code 15 · EIN 48-1138820 | Recordkeeping | $16,670 |
Service code 27 · EIN 26-4311657 | Advisory (Plan) | $6,521 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,964 | $81,908+3.7% | $90,749-6.4% | $64,808+31.1% |
| Participation rate | 89.1% | 80.5%+8.7pp | 75.7%+13.5pp | 71.5%+17.7pp |
| Annual return | -17.58% | -12.53%-5.0pp | -12.16%-5.4pp | 32.82%-50.4pp |
| Employer contribution / active EE | $1,546 | $3,065-49.6% | $2,921-47.1% | $2,506-38.3% |
| Participant deferral / active EE | $4,059 | $4,840-16.1% | $4,564-11.1% | $4,310-5.8% |
| Admin fee / account holder | $367 | $157+133.4% | $8,445-95.7% | $188+95.3% |