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, LLC3 years Service code 15 · EIN 62-1874769 | Recordkeeping | $15,287 |
Filed as: TRANSAMERICA FINANCIAL LIFE INS Service code 15 · EIN 36-6071399 | Recordkeeping | $12,552 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,879 | $65,061-80.2% | $143,757-91.0% | $66,914-80.8% |
| Participation rate | 90.0% | 65.2%+24.8pp | 80.3%+9.7pp | 69.8%+20.2pp |
| Annual return | -19.31% | -11.14%-8.2pp | -0.04%-19.3pp | 1.58%-20.9pp |
| Employer contribution / active EE | $1,328 | $2,361-43.7% | $4,951-73.2% | $2,544-47.8% |
| Participant deferral / active EE | $3,877 | $2,919+32.8% | $5,637-31.2% | $4,237-8.5% |
| Admin fee / account holder | $155 | $502-69.2% | $14,673-98.9% | $593-73.9% |