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, LLC1 year Service code 22 · EIN 84-4383499 | Insurance Broker | $44,696 |
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $18,352 |
TAX FAVORED BENEFITS, INC.4 years Service code 13 · EIN 48-0912395 | Contract Administrator | $3,476 |
ASCENSUS LLC1 year 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.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,876 | $79,171+37.5% | $102,423+6.3% | $74,495+46.2% |
| Participation rate | 89.6% | 74.8%+14.8pp | 76.5%+13.1pp | 67.2%+22.4pp |
| Annual return | 14.44% | 54.93%-40.5pp | 29.32%-14.9pp | 1364.94%-1350.5pp |
| Employer contribution / active EE | $2,726 | $2,362+15.4% | $3,023-9.8% | $2,623+3.9% |
| Participant deferral / active EE | $4,890 | $4,415+10.8% | $5,053-3.2% | $4,346+12.5% |
| Admin fee / account holder | $362 | $2,001-81.9% | $9,451-96.2% | $1,942-81.4% |