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 | $6,111 |
TAG RESOURCES, LLC5+ years Service code 15 · EIN 62-1874769 | Recordkeeping | $3,511 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,297 | $39,948-24.2% | $89,391-66.1% | $73,409-58.7% |
| Participation rate | 12.5% | 50.4%-38.0pp | 68.0%-55.5pp | 72.2%-59.7pp |
| Annual return | 16.36% | 50.12%-33.8pp | 245.62%-229.3pp | 59.29%-42.9pp |
| Employer contribution / active EE | $0 | $1,200-100.0% | $2,586-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $1,128 | $2,193-48.6% | $3,890-71.0% | $3,805-70.4% |
| Admin fee / account holder | $128 | $134-4.4% | $4,881-97.4% | $158-18.7% |