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.3 years Service code 15 · EIN 48-0912395 | Recordkeeping | $1,107 |
AMERITAS LIFE INSURANCE CORP5+ 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 | $71,427 | $89,652-20.3% | $141,162-49.4% | $65,185+9.6% |
| Participation rate | 95.3% | 74.7%+20.6pp | 82.5%+12.8pp | 70.2%+25.1pp |
| Annual return | 52.55% | 32.79%+19.8pp | 71.39%-18.8pp | 29.38%+23.2pp |
| Employer contribution / active EE | $3,976 | $3,065+29.7% | $4,735-16.0% | $2,177+82.7% |
| Participant deferral / active EE | $5,716 | $5,691+0.4% | $6,709-14.8% | $3,514+62.7% |
| Admin fee / account holder | $5 | $569-99.1% | $10,261-99.9% | $847-99.4% |