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 28 · EIN 52-1473914 | Investment Management | $12,493 |
Service code 13 | Contract Administrator | $2,802 |
Filed as: EMPLOYE BENEFITS GROUP, LLC Service code 13 · EIN 73-1554797 | Contract Administrator | $0 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,678 | $86,286-36.6% | $111,297-50.9% | $85,850-36.3% |
| Participation rate | 43.0% | 73.3%-30.3pp | 77.3%-34.3pp | 69.3%-26.3pp |
| Annual return | 11.86% | 19.99%-8.1pp | 54.65%-42.8pp | 318.53%-306.7pp |
| Employer contribution / active EE | $953 | $2,043-53.4% | $2,731-65.1% | $2,565-62.8% |
| Participant deferral / active EE | $3,522 | $3,641-3.3% | $4,487-21.5% | $3,952-10.9% |
| Admin fee / account holder | $11 | $8,188-99.9% | $7,964-99.9% | $6,260-99.8% |