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 1776 PLEASANT PLAIN ROAD · FAIRFIELD, IA 52556 | Other Commissions | $25,372 |
Service code 49 · EIN 36-3580924 | Other Services | $1,771 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $101,125 | $93,182+8.5% | $146,665-31.1% | $79,386+27.4% |
| Participation rate | 75.2% | 76.4%-1.2pp | 80.1%-4.8pp | 70.7%+4.5pp |
| Annual return | 11.47% | 21.61%-10.1pp | 22.74%-11.3pp | 116.85%-105.4pp |
| Employer contribution / active EE | $674 | $2,420-72.1% | $4,136-83.7% | $2,427-72.2% |
| Participant deferral / active EE | $4,083 | $4,169-2.1% | $5,506-25.8% | $4,046+0.9% |
| Admin fee / account holder | $390 | $585-33.4% | $10,280-96.2% | $626-37.8% |