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 9-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 |
|---|---|---|
TAX FAVORED BENEFITS, INC.2 years Service code 15 · EIN 48-0912395 | Recordkeeping | $350 |
AMERITAS LIFE INSURANCE CORP4+ years Filed as: AMERITAS LIFE INSURANCE CORP. Service code 15 · EIN 47-0098400 | Recordkeeping | $0 |
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 | $65,429 | $73,102-10.5% | $123,544-47.0% | $56,287+16.2% |
| Participation rate | 92.4% | 74.3%+18.1pp | 82.3%+10.1pp | 69.9%+22.5pp |
| Annual return | -6.42% | 3.01%-9.4pp | 119.20%-125.6pp | -9.96%+3.5pp |
| Employer contribution / active EE | $2,379 | $2,977-20.1% | $4,628-48.6% | $2,111+12.7% |
| Participant deferral / active EE | $4,811 | $5,423-11.3% | $6,426-25.1% | $3,350+43.6% |
| Admin fee / account holder | $2 | $554-99.6% | $9,284-100.0% | $521-99.5% |