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 | $6,488 |
TAG RESOURCES, LLC5+ years Service code 15 · EIN 62-1874769 | Recordkeeping | $1,600 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $26,948 | $52,953-49.1% | $172,739-84.4% | $65,185-58.7% |
| Participation rate | 14.9% | 66.2%-51.3pp | 82.6%-67.8pp | 70.2%-55.3pp |
| Annual return | 21.01% | 30.12%-9.1pp | 802.84%-781.8pp | 29.38%-8.4pp |
| Employer contribution / active EE | $565 | $2,190-74.2% | $5,143-89.0% | $2,177-74.0% |
| Participant deferral / active EE | $1,168 | $2,471-52.7% | $5,198-77.5% | $3,514-66.7% |
| Admin fee / account holder | $193 | $472-59.2% | $13,954-98.6% | $847-77.3% |