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 | $4,989 |
TAG RESOURCES, LLC4+ years Service code 15 · EIN 62-1874769 | Recordkeeping | $2,738 |
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 | $23,491 | $40,522-42.0% | $84,611-72.2% | $67,579-65.2% |
| Participation rate | 10.9% | 51.1%-40.2pp | 68.2%-57.3pp | 71.3%-60.4pp |
| Annual return | 32.95% | 32.72%+0.2pp | 258.74%-225.8pp | 378.56%-345.6pp |
| Employer contribution / active EE | $0 | $1,146-100.0% | $2,652-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $1,033 | $2,132-51.5% | $3,899-73.5% | $3,539-70.8% |
| Admin fee / account holder | $98 | $145-32.7% | $4,912-98.0% | $142-31.3% |