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 10-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 |
|---|---|---|
TFB ADVISORS, LLC2 years Service code 27 · EIN 88-2289092 | Advisory (Plan) | $26,329 |
NATIONWIDE1 year Service code 15 · EIN 31-4177100 | Recordkeeping | $13,720 |
TAX FAVORED BENEFITS, INC.6 years Filed as: TAX FAVORED BENEFITS, INC Service code 13 4801 W. 110TH ST. STE 200 · OVERLAND PARK, KS 66211 | Contract Administrator | $10,450 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,392 | $58,926-58.6% | $97,226-74.9% | $74,495-67.3% |
| Participation rate | 82.6% | 63.5%+19.1pp | 72.7%+9.9pp | 67.2%+15.4pp |
| Annual return | 12.70% | 16.04%-3.3pp | 75.13%-62.4pp | 1364.94%-1352.2pp |
| Employer contribution / active EE | $1,621 | $1,894-14.4% | $2,729-40.6% | $2,623-38.2% |
| Participant deferral / active EE | $2,828 | $3,664-22.8% | $4,264-33.7% | $4,346-34.9% |
| Admin fee / account holder | $125 | $1,974-93.7% | $5,654-97.8% | $1,942-93.6% |