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 | $10,770 |
TAG RESOURCES, LLC1 year Service code 15 · EIN 62-1874769 | Recordkeeping | $5,238 |
Filed as: KESTRA INVESTMENT SERVICES Service code 22 · EIN 74-2794194 | Insurance Broker | $0 |
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 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 | $17,605 | $51,620-65.9% | $90,281-80.5% | $65,185-73.0% |
| Participation rate | 62.2% | 68.6%-6.4pp | 73.3%-11.1pp | 70.2%-8.0pp |
| Annual return | 17.98% | 24.94%-7.0pp | 78.10%-60.1pp | 29.38%-11.4pp |
| Employer contribution / active EE | $671 | $2,235-70.0% | $2,854-76.5% | $2,177-69.2% |
| Participant deferral / active EE | $1,629 | $2,871-43.2% | $3,885-58.1% | $3,514-53.6% |
| Admin fee / account holder | $157 | $384-59.2% | $5,351-97.1% | $847-81.5% |