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 INC6 years Filed as: TBS AGENCY, INC. Service code 55 1776 PLEASANT PLAIN RD · FAIRFIELD, IA 52556 | Other Commissions | $11,406 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $7,119 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,003 | $90,590+47.9% | $111,297+20.4% | - |
| Participation rate | 98.0% | 76.1%+21.9pp | 77.3%+20.7pp | - |
| Annual return | 14.14% | 11.74%+2.4pp | 54.65%-40.5pp | - |
| Employer contribution / active EE | $2,334 | $1,916+21.8% | $2,731-14.5% | - |
| Participant deferral / active EE | $3,568 | $4,059-12.1% | $4,487-20.5% | - |
| Admin fee / account holder | $49 | $3,379-98.6% | $7,964-99.4% | - |