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 |
|---|---|---|
TAG RESOURCES, LLC4 years Service code 15 · EIN 62-1874769 | Recordkeeping | $8,612 |
Filed as: TRANSAMERICA LIFE INSURANCE CO Service code 15 · EIN 39-0989781 | Recordkeeping | $7,226 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,431 | $58,879-80.6% | $178,490-93.6% | $73,488-84.4% |
| Participation rate | 52.9% | 66.2%-13.3pp | 81.9%-29.0pp | 70.7%-17.7pp |
| Annual return | 19.45% | 24.86%-5.4pp | 151.07%-131.6pp | 28.51%-9.1pp |
| Employer contribution / active EE | $224 | $2,236-90.0% | $5,011-95.5% | $2,270-90.1% |
| Participant deferral / active EE | $1,613 | $2,567-37.2% | $5,202-69.0% | $3,740-56.9% |
| Admin fee / account holder | $71 | $400-82.2% | $13,984-99.5% | $513-86.1% |