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 INC2 years Filed as: TBS AGENCY, INC. Service code 53 · EIN 52-1473914 | Insurance Commissions | $27,858 |
EMPLOYEE BENEFITS GROUP, LLC6+ years Service code 13 · EIN 73-1554797 | Contract Administrator | $16,070 |
Filed as: MASS MUTUAL Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $6,931 |
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 | $53,477 | $64,286-16.8% | $90,951-41.2% | $73,409-27.2% |
| Participation rate | 100.0% | 63.6%+36.4pp | 69.0%+31.0pp | 72.2%+27.8pp |
| Annual return | 14.26% | 21.45%-7.2pp | 134.60%-120.3pp | 59.29%-45.0pp |
| Employer contribution / active EE | $1,300 | $895+45.4% | $2,122-38.7% | $2,234-41.8% |
| Participant deferral / active EE | $5,275 | $2,453+115.0% | $3,373+56.4% | $3,805+38.6% |
| Admin fee / account holder | $18 | $287-93.9% | $5,959-99.7% | $158-88.9% |