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 FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $7,557 |
TAG RESOURCES, LLC2 years Service code 15 · EIN 62-1874769 | Recordkeeping | $1,965 |
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.
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 | $49,692 | $69,362-28.4% | $101,248-50.9% | $73,488-32.4% |
| Participation rate | 26.7% | 68.4%-41.7pp | 75.8%-49.1pp | 70.7%-44.0pp |
| Annual return | 13.34% | 18.46%-5.1pp | 46.47%-33.1pp | 28.51%-15.2pp |
| Employer contribution / active EE | $0 | $2,628-100.0% | $3,660-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $1,336 | $3,300-59.5% | $4,370-69.4% | $3,740-64.3% |
| Admin fee / account holder | $149 | $704-78.9% | $5,945-97.5% | $513-71.0% |