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 COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $7,782 |
TAG RESOURCES, LLC6+ years Service code 15 · EIN 62-1874769 | Recordkeeping | $2,178 |
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 | $44,374 | $35,986+23.3% | $77,482-42.7% | $73,488-39.6% |
| Participation rate | 22.3% | 40.8%-18.5pp | 54.2%-31.9pp | 70.7%-48.4pp |
| Annual return | 13.38% | 19.26%-5.9pp | 54.79%-41.4pp | 28.51%-15.1pp |
| Employer contribution / active EE | $0 | $557-100.0% | $986-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $661 | $1,198-44.8% | $1,861-64.5% | $3,740-82.3% |
| Admin fee / account holder | $153 | $466-67.1% | $2,858-94.6% | $513-70.1% |