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 |
|---|---|---|
EMPLOYEE BENEFITS GROUP, LLC5+ years Service code 13 · EIN 73-1554797 | Contract Administrator | $17,233 |
TBS AGENCY INC1 year Filed as: TBS AGENCY, INC. Service code 53 · EIN 52-1473914 | Insurance Commissions | $14,398 |
Filed as: MASS MUTUAL Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $7,582 |
SECURITIES AMERICA INC5+ years Filed as: SECURITIES AMERICA INC. Service code 53 | Insurance Commissions | $4,962 |
SECURITIES AMERICA INC4 years Filed as: SECURITIES AMERICA, INC. Service code 53 · EIN 11-2551174 | Insurance Commissions | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $44,465 | $40,174+10.7% | $84,015-47.1% | $67,579-34.2% |
| Participation rate | 100.0% | 62.7%+37.3pp | 69.0%+31.0pp | 71.3%+28.7pp |
| Annual return | 20.89% | 25.82%-4.9pp | 71.31%-50.4pp | 378.56%-357.7pp |
| Employer contribution / active EE | $1,416 | $808+75.3% | $1,983-28.6% | $2,148-34.1% |
| Participant deferral / active EE | $4,578 | $2,301+99.0% | $3,239+41.4% | $3,539+29.3% |
| Admin fee / account holder | $19 | $128-84.9% | $6,101-99.7% | $142-86.4% |