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 | $3,789 |
TAG RESOURCES, LLC6+ years Service code 15 · EIN 62-1874769 | Recordkeeping | $2,184 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,210 | $52,293-44.1% | $178,490-83.6% | $73,409-60.2% |
| Participation rate | 13.9% | 65.3%-51.5pp | 81.9%-68.1pp | 72.2%-58.3pp |
| Annual return | 17.77% | 34.75%-17.0pp | 151.07%-133.3pp | 59.29%-41.5pp |
| Employer contribution / active EE | $353 | $1,735-79.6% | $5,011-92.9% | $2,234-84.2% |
| Participant deferral / active EE | $684 | $2,332-70.7% | $5,202-86.8% | $3,805-82.0% |
| Admin fee / account holder | $109 | $127-14.7% | $13,984-99.2% | $158-31.2% |