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 INC3 years Filed as: TBS AGENCY, INC. Service code 53 · EIN 52-1473914 | Insurance Commissions | $37,388 |
EMPLOYEE BENEFITS GROUP, LLC7+ years Service code 13 · EIN 73-1554797 | Contract Administrator | $17,729 |
Filed as: MASS MUTUAL Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $9,718 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,619 | $50,956+11.1% | $96,562-41.4% | $86,799-34.8% |
| Participation rate | 100.0% | 65.2%+34.8pp | 69.8%+30.2pp | 72.3%+27.7pp |
| Annual return | 13.23% | 21.27%-8.0pp | 37.78%-24.6pp | 97.91%-84.7pp |
| Employer contribution / active EE | $1,443 | $1,111+29.9% | $2,356-38.8% | $2,405-40.0% |
| Participant deferral / active EE | $5,216 | $2,954+76.6% | $3,849+35.5% | $4,131+26.3% |
| Admin fee / account holder | $23 | $166-86.3% | $6,181-99.6% | $170-86.6% |