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 50 · EIN 52-1473914 | Direct Payment | $5,096 |
EMPLOYEE BENEFITS GROUP, LLC3 years Service code 13 · EIN 73-1554797 | Contract Administrator | $4,643 |
Filed as: GREAT WEST LIFE & ANNUITY INS. CO. Service code 15 · EIN 84-0467907 | Recordkeeping | $1,070 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $44,326 | $80,968-45.3% | $96,544-54.1% | $75,163-41.0% |
| Participation rate | 73.1% | 71.8%+1.4pp | 76.0%-2.8pp | 67.2%+5.9pp |
| Annual return | -7.07% | 27.06%-34.1pp | 25.84%-32.9pp | 160.62%-167.7pp |
| Employer contribution / active EE | $1,987 | $2,282-12.9% | $2,965-33.0% | $2,670-25.6% |
| Participant deferral / active EE | $3,152 | $3,928-19.8% | $4,851-35.0% | $4,125-23.6% |
| Admin fee / account holder | $8 | $6,724-99.9% | $8,252-99.9% | $5,651-99.9% |