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 50 · EIN 52-1473914 | Direct Payment | $20,199 |
EMPLOYEE BENEFITS GROUP, LLC2 years Service code 13 · EIN 73-1554797 | Contract Administrator | $4,770 |
Filed as: GREAT WEST LIFE & ANNUITY INS. CO. Service code 15 · EIN 84-0467907 | Recordkeeping | $2,490 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,621 | $65,435-30.3% | $86,677-47.4% | $66,914-31.8% |
| Participation rate | 55.5% | 75.5%-20.0pp | 76.6%-21.1pp | 69.8%-14.3pp |
| Annual return | 2.97% | -10.89%+13.9pp | 35.91%-32.9pp | 1.58%+1.4pp |
| Employer contribution / active EE | $1,511 | $2,153-29.8% | $2,836-46.7% | $2,544-40.6% |
| Participant deferral / active EE | $2,333 | $4,100-43.1% | $4,656-49.9% | $4,237-44.9% |
| Admin fee / account holder | $27 | $642-95.8% | $7,493-99.6% | $593-95.5% |