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 | $17,092 |
TAG RESOURCES, LLC3 years Service code 15 · EIN 62-1874769 | Recordkeeping | $11,011 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,586 | $63,745-59.9% | $98,442-74.0% | $79,386-67.8% |
| Participation rate | 65.4% | 69.9%-4.5pp | 73.3%-8.0pp | 70.7%-5.3pp |
| Annual return | 11.83% | 625.80%-614.0pp | 1492.73%-1480.9pp | 116.85%-105.0pp |
| Employer contribution / active EE | $1,151 | $2,557-55.0% | $2,960-61.1% | $2,427-52.6% |
| Participant deferral / active EE | $2,069 | $3,303-37.4% | $4,276-51.6% | $4,046-48.9% |
| Admin fee / account holder | $210 | $516-59.3% | $5,949-96.5% | $626-66.5% |