See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
TFB ADVISORS, LLC2 years Service code 27 · EIN 88-2289092 | Advisory (Plan) | $54,426 |
NATIONWIDE6 years Service code 15 · EIN 31-4156830 | Recordkeeping | $412 |
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 | $149,648 | $79,171+89.0% | $102,423+46.1% | $74,495+100.9% |
| Participation rate | 97.7% | 74.8%+22.9pp | 76.5%+21.2pp | 67.2%+30.5pp |
| Annual return | 68.82% | 54.93%+13.9pp | 29.32%+39.5pp | 1364.94%-1296.1pp |
| Employer contribution / active EE | $6,903 | $2,362+192.2% | $3,023+128.3% | $2,623+163.2% |
| Participant deferral / active EE | $6,467 | $4,415+46.5% | $5,053+28.0% | $4,346+48.8% |
| Admin fee / account holder | $333 | $2,001-83.3% | $9,451-96.5% | $1,942-82.8% |