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 | $5,311 |
TAG RESOURCES, LLC3+ years Service code 15 · EIN 62-1874769 | Recordkeeping | $2,273 |
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 | $16,004 | $44,473-64.0% | $76,523-79.1% | $55,725-71.3% |
| Participation rate | 11.6% | 51.0%-39.4pp | 68.0%-56.4pp | 70.9%-59.3pp |
| Annual return | -3.47% | -2.01%-1.5pp | -0.27%-3.2pp | 244.93%-248.4pp |
| Employer contribution / active EE | $0 | $1,101-100.0% | $2,647-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $787 | $1,988-60.4% | $3,835-79.5% | $3,356-76.5% |
| Admin fee / account holder | $98 | $134-26.6% | $4,848-98.0% | $115-14.5% |