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 | $10,518 |
TAG RESOURCES, LLC7+ years Service code 15 · EIN 62-1874769 | Recordkeeping | $5,947 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,088 | $56,485-34.3% | $185,823-80.0% | $86,799-57.3% |
| Participation rate | 19.8% | 65.5%-45.6pp | 81.7%-61.9pp | 72.3%-52.4pp |
| Annual return | 25.63% | 118.04%-92.4pp | 122.05%-96.4pp | 97.91%-72.3pp |
| Employer contribution / active EE | $625 | $1,843-66.1% | $5,167-87.9% | $2,405-74.0% |
| Participant deferral / active EE | $1,311 | $2,553-48.6% | $5,568-76.4% | $4,131-68.3% |
| Admin fee / account holder | $246 | $150+64.3% | $16,237-98.5% | $170+44.9% |