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, LLC5 years Service code 15 · EIN 62-1874769 | Recordkeeping | $7,611 |
Filed as: TRANSAMERICA FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $7,450 |
Filed as: ROYAL ALLIANCE ASSOCIATES, INC Service code 22 · EIN 93-0987232 | Insurance Broker | $0 |
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 | $10,913 | $70,908-84.6% | $98,907-89.0% | $73,488-85.2% |
| Participation rate | 84.9% | 73.8%+11.1pp | 76.0%+8.9pp | 70.7%+14.2pp |
| Annual return | 18.42% | 34.17%-15.7pp | 196.43%-178.0pp | 28.51%-10.1pp |
| Employer contribution / active EE | $1,191 | $2,036-41.5% | $2,689-55.7% | $2,270-47.5% |
| Participant deferral / active EE | $2,197 | $3,500-37.2% | $4,244-48.2% | $3,740-41.3% |
| Admin fee / account holder | $65 | $535-87.9% | $6,642-99.0% | $513-87.4% |