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 9-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, LLC4+ years Service code 15 · EIN 62-1874769 | Recordkeeping | $3,045 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $3,041 |
COULTER & JUSTUS4+ years Service code 10 · EIN 62-1532536 | Accounting | $2,000 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $4,151 | $26,479-84.3% | $74,701-94.4% | $77,787-94.7% |
| Participation rate | 2.9% | 37.6%-34.7pp | 54.5%-51.6pp | 73.2%-70.3pp |
| Annual return | 20.12% | 38.31%-18.2pp | 752.92%-732.8pp | 32.57%-12.5pp |
| Employer contribution / active EE | $0 | $440-100.0% | $1,084-100.0% | $2,504-100.0% |
| Participant deferral / active EE | $13 | $1,074-98.8% | $1,964-99.3% | $3,967-99.7% |
| Admin fee / account holder | $94 | $119-21.0% | $3,333-97.2% | $100-6.0% |