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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $60,980 |
TBS AGENCY INC1 year Service code 49 · EIN 52-1473914 | Other Services | $18,195 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,601 | $50,820-16.2% | $155,567-72.6% | $77,671-45.2% |
| Participation rate | 53.3% | 63.1%-9.9pp | 78.2%-24.9pp | 70.6%-17.3pp |
| Annual return | 10.54% | 34.85%-24.3pp | 64.74%-54.2pp | 31.21%-20.7pp |
| Employer contribution / active EE | $1,083 | $1,993-45.7% | $4,674-76.8% | $2,726-60.3% |
| Participant deferral / active EE | $2,078 | $2,823-26.4% | $5,628-63.1% | $4,648-55.3% |
| Admin fee / account holder | $277 | $436-36.4% | $15,916-98.3% | $430-35.6% |