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 | $8,674 |
TAG RESOURCES, LLC2 years Service code 15 · EIN 62-1874769 | Recordkeeping | $5,927 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,500 | $66,124-58.4% | $90,404-69.6% | $73,488-62.6% |
| Participation rate | 54.3% | 69.7%-15.3pp | 72.7%-18.3pp | 70.7%-16.3pp |
| Annual return | 33.67% | 17.65%+16.0pp | 1293.02%-1259.3pp | 28.51%+5.2pp |
| Employer contribution / active EE | $738 | $2,346-68.5% | $3,262-77.4% | $2,270-67.5% |
| Participant deferral / active EE | $1,802 | $3,039-40.7% | $3,963-54.5% | $3,740-51.8% |
| Admin fee / account holder | $149 | $396-62.4% | $5,611-97.3% | $513-71.0% |