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 CORP5 years Filed as: AMERITAS INVESTMENT CORP. Service code 22 · EIN 47-0663374 | Insurance Broker | $71,823 |
NATIONWIDE6 years Service code 13 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Contract Administrator | $52,565 |
TAX FAVORED BENEFITS, INC.9+ years Service code 15 · EIN 48-1138820 | Recordkeeping | $17,085 |
Service code 27 · EIN 26-4311657 | Advisory (Plan) | $7,106 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,559 | $84,784+18.6% | $98,439+2.2% | $74,419+35.1% |
| Participation rate | 91.1% | 81.5%+9.6pp | 75.2%+15.9pp | 70.7%+20.4pp |
| Annual return | 19.21% | 20.59%-1.4pp | 21.16%-2.0pp | 34.38%-15.2pp |
| Employer contribution / active EE | $1,694 | $3,364-49.7% | $3,048-44.4% | $2,637-35.8% |
| Participant deferral / active EE | $4,489 | $5,218-14.0% | $4,738-5.3% | $4,528-0.9% |
| Admin fee / account holder | $385 | $204+88.2% | $8,948-95.7% | $348+10.7% |