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 LIFE INSURANCE CO Service code 15 · EIN 39-0989781 | Recordkeeping | $8,271 |
TAG RESOURCES, LLC3 years Service code 15 · EIN 62-1874769 | Recordkeeping | $5,493 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $9,481 | $52,953-82.1% | $172,739-94.5% | $65,185-85.5% |
| Participation rate | 50.4% | 66.2%-15.7pp | 82.6%-32.2pp | 70.2%-19.8pp |
| Annual return | 21.47% | 30.12%-8.7pp | 802.84%-781.4pp | 29.38%-7.9pp |
| Employer contribution / active EE | $339 | $2,190-84.5% | $5,143-93.4% | $2,177-84.4% |
| Participant deferral / active EE | $1,337 | $2,471-45.9% | $5,198-74.3% | $3,514-62.0% |
| Admin fee / account holder | $70 | $472-85.3% | $13,954-99.5% | $847-91.8% |