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.4 years Service code 15 · EIN 48-0912395 | Recordkeeping | $2,003 |
AMERITAS LIFE INSURANCE CORP6+ 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 | $85,707 | $99,957-14.3% | $149,696-42.7% | $73,488+16.6% |
| Participation rate | 94.3% | 75.7%+18.6pp | 82.5%+11.9pp | 70.7%+23.7pp |
| Annual return | 19.40% | 53.87%-34.5pp | 276.60%-257.2pp | 28.51%-9.1pp |
| Employer contribution / active EE | $4,171 | $3,191+30.7% | $4,644-10.2% | $2,270+83.8% |
| Participant deferral / active EE | $6,138 | $6,073+1.1% | $6,842-10.3% | $3,740+64.1% |
| Admin fee / account holder | $57 | $551-89.6% | $9,309-99.4% | $513-88.9% |