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 |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INS CO Service code 13 · EIN 36-6071399 | Contract Administrator | $6,649 |
TAG RESOURCES, LLC1+ years Service code 15 · EIN 62-1874769 | Recordkeeping | $1,807 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,586 | $30,599-52.3% | $74,583-80.4% | $57,658-74.7% |
| Participation rate | 14.0% | 49.1%-35.1pp | 68.1%-54.1pp | 70.2%-56.2pp |
| Annual return | 16.75% | 14.24%+2.5pp | 20.47%-3.7pp | 5.13%+11.6pp |
| Employer contribution / active EE | $0 | $1,000-100.0% | $2,525-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $1,252 | $1,805-30.6% | $3,458-63.8% | $3,061-59.1% |
| Admin fee / account holder | $124 | $98+26.9% | $4,138-97.0% | $95+31.5% |