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 Service code 15 · EIN 36-6071399 | Recordkeeping | $5,796 |
TAG RESOURCES, LLC2 years Service code 15 · EIN 62-1874769 | Recordkeeping | $4,119 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $15,600 | $52,670-70.4% | $90,404-82.7% | $73,409-78.7% |
| Participation rate | 10.2% | 67.7%-57.4pp | 72.7%-62.5pp | 72.2%-62.0pp |
| Annual return | 29.22% | 20.70%+8.5pp | 1293.02%-1263.8pp | 59.29%-30.1pp |
| Employer contribution / active EE | $0 | $1,872-100.0% | $3,262-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $353 | $2,807-87.4% | $3,963-91.1% | $3,805-90.7% |
| Admin fee / account holder | $130 | $117+11.8% | $5,611-97.7% | $158-17.4% |