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 |
|---|---|---|
TBS AGENCY INC1 year Filed as: TBS AGENCY, INC. Service code 55 · EIN 06-1375177 | Other Commissions | $20,991 |
ADP BROKER-DEALER1 year Filed as: PENSION CONSULTANTS, INC Service code 49 · EIN 71-0294708 | Other Services | $7,265 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,609 | $55,453-32.2% | $170,442-77.9% | $62,292-39.6% |
| Participation rate | 46.9% | 66.4%-19.5pp | 83.6%-36.7pp | 69.5%-22.6pp |
| Annual return | 16.81% | 21.38%-4.6pp | 205.93%-189.1pp | 28.90%-12.1pp |
| Employer contribution / active EE | $1,082 | $2,164-50.0% | $5,433-80.1% | $2,042-47.0% |
| Participant deferral / active EE | $1,967 | $2,303-14.6% | $4,939-60.2% | $3,169-37.9% |
| Admin fee / account holder | $166 | $455-63.6% | $13,880-98.8% | $479-65.4% |