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.
| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $42,992 |
Service code 38 · EIN 36-3580924 | Participant Communication | $14,335 |
TBS AGENCY INC1+ years Filed as: TBS AGENCY, INC. Service code 55 1776 PLEASANT PLAIN ROAD · FAIRFIELD, IA 52556 | Other Commissions | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,704 | $78,483-29.0% | $106,201-47.5% | $74,546-25.3% |
| Participation rate | 79.8% | 72.8%+7.0pp | 75.3%+4.6pp | 67.2%+12.6pp |
| Annual return | 12.20% | 15.94%-3.7pp | 116.26%-104.1pp | 1366.03%-1353.8pp |
| Employer contribution / active EE | $1,395 | $2,522-44.7% | $3,170-56.0% | $2,624-46.8% |
| Participant deferral / active EE | $3,990 | $4,320-7.6% | $5,012-20.4% | $4,347-8.2% |
| Admin fee / account holder | $380 | $2,236-83.0% | $11,039-96.6% | $1,944-80.5% |