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 8-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 | $11,374 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $11,205 |
COULTER & JUSTUS5+ years Service code 10 · EIN 62-1532536 | Accounting | $4,500 |
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 | $3,618 | $40,522-91.1% | $84,611-95.7% | $67,579-94.6% |
| Participation rate | 51.2% | 51.1%+0.1pp | 68.2%-17.0pp | 71.3%-20.1pp |
| Annual return | 20.93% | 32.72%-11.8pp | 258.74%-237.8pp | 378.56%-357.6pp |
| Employer contribution / active EE | $184 | $1,146-84.0% | $2,652-93.1% | $2,148-91.4% |
| Participant deferral / active EE | $770 | $2,132-63.9% | $3,899-80.3% | $3,539-78.2% |
| Admin fee / account holder | $93 | $145-36.0% | $4,912-98.1% | $142-34.6% |