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 |
|---|---|---|
TFB ADVISORS, LLC1 year Service code 26 · EIN 88-2289092 | Advisory (Participants) | $85,984 |
NATIONWIDE7 years Service code 13 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Contract Administrator | $70,244 |
TAX FAVORED BENEFITS, INC.10+ years Service code 15 · EIN 48-1138820 | Recordkeeping | $15,317 |
Service code 27 · EIN 26-4311657 | Advisory (Plan) | $8,599 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,720 | $92,055+20.3% | $106,213+4.2% | $77,643+42.6% |
| Participation rate | 91.7% | 81.0%+10.7pp | 75.3%+16.5pp | 70.6%+21.2pp |
| Annual return | 16.34% | 17.91%-1.6pp | 116.14%-99.8pp | 31.24%-14.9pp |
| Employer contribution / active EE | $1,659 | $3,367-50.7% | $3,171-47.7% | $2,726-39.1% |
| Participant deferral / active EE | $4,386 | $5,386-18.6% | $5,016-12.6% | $4,647-5.6% |
| Admin fee / account holder | $451 | $219+105.8% | $11,033-95.9% | $430+4.7% |