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 |
|---|---|---|
Filed as: AMERITAS ADVISORY SERVICES, LLC Service code 27 5900 O STREET · LINCOLN, NE 68501 | Advisory (Plan) | $39,250 |
Service code 10 10100 N AMBASSADOR DR. STE 310 · KANSAS CITY, MO 64153 | Accounting | $13,950 |
NATIONWIDE2 years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $12,486 |
TAX FAVORED BENEFITS, INC.2 years Service code 13 4801 W. 110TH ST. STE 200 · OVERLAND PARK, KS 66211 | Contract Administrator | $2,625 |
Filed as: LEAFHOUSE FINANCIAL ADVISORS LLC Service code 28 6504 BRIDGEPOINT PARKWAY STE 450 · AUSTIN, TX 78730 | Investment Management | $2,617 |
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 | $79,674 | $49,451+61.1% | $79,550+0.2% | $66,914+19.1% |
| Participation rate | 86.9% | 61.3%+25.6pp | 69.5%+17.4pp | 69.8%+17.1pp |
| Annual return | -17.32% | 84.25%-101.6pp | 0.16%-17.5pp | 1.58%-18.9pp |
| Employer contribution / active EE | $2,038 | $1,266+61.1% | $2,413-15.5% | $2,544-19.9% |
| Participant deferral / active EE | $4,470 | $3,159+41.5% | $3,985+12.2% | $4,237+5.5% |
| Admin fee / account holder | $380 | $595-36.0% | $6,832-94.4% | $593-35.9% |