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 | $11,876 |
TAG RESOURCES, LLC6+ years Service code 15 · EIN 62-1874769 | Recordkeeping | $11,282 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,577 | $41,647-24.2% | $96,139-67.2% | $86,799-63.6% |
| Participation rate | 13.1% | 50.2%-37.1pp | 68.4%-55.3pp | 72.3%-59.1pp |
| Annual return | 19.05% | 27.24%-8.2pp | 191.94%-172.9pp | 97.91%-78.9pp |
| Employer contribution / active EE | $0 | $1,318-100.0% | $2,797-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $1,303 | $2,412-46.0% | $4,349-70.0% | $4,131-68.5% |
| Admin fee / account holder | $254 | $169+50.2% | $5,537-95.4% | $170+50.1% |