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 |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INS Service code 15 · EIN 36-6071399 | Recordkeeping | $17,470 |
Filed as: FIDELITY INVESTMENTS INT. OPS. CO. Service code 37 · EIN 04-2647786 | Loan Processing | $16,569 |
TAG RESOURCES, LLC1 year Filed as: ADMIN . GROUP , LLC DBA TAG RESOURC Service code 15 · EIN 62-1874769 | Recordkeeping | $13,603 |
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 | $20,464 | $50,815-59.7% | $155,509-86.8% | $77,643-73.6% |
| Participation rate | 91.7% | 63.1%+28.6pp | 78.2%+13.5pp | 70.6%+21.2pp |
| Annual return | 19.10% | 34.80%-15.7pp | 64.67%-45.6pp | 31.24%-12.1pp |
| Employer contribution / active EE | $948 | $1,993-52.4% | $4,672-79.7% | $2,726-65.2% |
| Participant deferral / active EE | $3,893 | $2,822+38.0% | $5,626-30.8% | $4,647-16.2% |
| Admin fee / account holder | $165 | $437-62.1% | $15,912-99.0% | $430-61.6% |