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 |
|---|---|---|
THE VANGUARD GROUP, INC.4 years Filed as: THE VANGUARD GROUP Service code 15 · EIN 23-1945930 | Recordkeeping | $24,095 |
TFB ADVISORS, LLC1 year Service code 15 · EIN 84-4383499 | Recordkeeping | $21,660 |
AMERITAS LIFE INSURANCE CORP8 years Service code 15 · EIN 47-0663374 | Recordkeeping | $19,971 |
TAX FAVORED BENEFITS, INC.5 years Service code 13 · EIN 48-0912395 | Contract Administrator | $14,760 |
Filed as: PICKETT, CHANEY AND MCMULLEN LLP Service code 10 · EIN 48-1246310 | Accounting | $9,550 |
ASCENSUS LLC4 years Service code 15 · EIN 11-3665754 | Recordkeeping | $0 |
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 | $55,328 | $76,050-27.2% | $96,544-42.7% | $71,457-22.6% |
| Participation rate | 97.6% | 74.4%+23.2pp | 76.0%+21.6pp | 67.9%+29.7pp |
| Annual return | 20.19% | 22.81%-2.6pp | 25.84%-5.7pp | 28.85%-8.7pp |
| Employer contribution / active EE | $2,098 | $2,244-6.5% | $2,965-29.3% | $2,588-18.9% |
| Participant deferral / active EE | $5,791 | $4,215+37.4% | $4,851+19.4% | $4,289+35.0% |
| Admin fee / account holder | $307 | $2,707-88.6% | $8,252-96.3% | $1,587-80.6% |