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, LLC5+ years Service code 15 · EIN 62-1874769 | Recordkeeping | $5,016 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $1,499 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,382 | $29,516-81.8% | $77,482-93.1% | $90,288-94.0% |
| Participation rate | 3.4% | 33.7%-30.3pp | 54.2%-50.8pp | 73.4%-70.0pp |
| Annual return | 12.55% | 231.18%-218.6pp | 54.79%-42.2pp | 53.97%-41.4pp |
| Employer contribution / active EE | $0 | $381-100.0% | $986-100.0% | $2,524-100.0% |
| Participant deferral / active EE | $23 | $944-97.5% | $1,861-98.7% | $4,232-99.4% |
| Admin fee / account holder | $81 | $106-23.1% | $2,858-97.2% | $114-28.6% |