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 INC4 years Filed as: TBS AGENCY, INC. Service code 53 · EIN 52-1473914 1776 PLEASANT PLAIN RD. · FAIRFIELD, IA 52556 | Insurance Commissions | $32,401 |
EMPLOYEE BENEFITS GROUP, LLC8+ years Service code 13 · EIN 73-1554797 | Contract Administrator | $17,153 |
Filed as: MASS MUTUAL Service code 62 · EIN 04-1590850 | Recordkeeping fees; Float revenue | $9,288 |
Filed as: EMPOWER ANNUITY INS. CO. OF AMERICA Service code 64 8515 E. ORCHARD RD. · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $832 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,484 | $42,353-11.5% | $79,550-52.9% | $64,808-42.2% |
| Participation rate | 100.0% | 64.8%+35.2pp | 69.5%+30.5pp | 71.5%+28.5pp |
| Annual return | -16.39% | -12.24%-4.2pp | 0.16%-16.6pp | 32.82%-49.2pp |
| Employer contribution / active EE | $1,470 | $1,181+24.5% | $2,413-39.1% | $2,506-41.3% |
| Participant deferral / active EE | $5,144 | $3,170+62.2% | $3,985+29.1% | $4,310+19.3% |
| Admin fee / account holder | $17 | $160-89.4% | $6,832-99.8% | $188-91.0% |