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 | $5,998 |
TAG RESOURCES, LLC4+ years Service code 15 · EIN 62-1874769 | Recordkeeping | $1,374 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $20,549 | $47,977-57.2% | $154,107-86.7% | $56,287-63.5% |
| Participation rate | 15.2% | 66.2%-51.0pp | 83.0%-67.9pp | 69.9%-54.7pp |
| Annual return | -10.60% | 3.54%-14.1pp | 735.12%-745.7pp | -9.96%-0.6pp |
| Employer contribution / active EE | $581 | $2,169-73.2% | $5,298-89.0% | $2,111-72.5% |
| Participant deferral / active EE | $1,278 | $2,392-46.6% | $5,081-74.8% | $3,350-61.8% |
| Admin fee / account holder | $194 | $438-55.7% | $13,411-98.6% | $521-62.8% |