See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 5-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INS Service code 15 · EIN 36-6071399 | Recordkeeping | $1,951 |
TAG RESOURCES, LLC1+ years Service code 15 · EIN 62-1874769 | Recordkeeping | $1,325 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,364 | $58,879-87.5% | $178,490-95.9% | $73,488-90.0% |
| Participation rate | 36.6% | 66.2%-29.6pp | 81.9%-45.3pp | 70.7%-34.1pp |
| Annual return | 0.00% | 24.86%-24.9pp | 151.07%-151.1pp | 28.51%-28.5pp |
| Employer contribution / active EE | $394 | $2,236-82.4% | $5,011-92.1% | $2,270-82.7% |
| Participant deferral / active EE | $1,053 | $2,567-59.0% | $5,202-79.8% | $3,740-71.8% |
| Admin fee / account holder | $50 | $400-87.4% | $13,984-99.6% | $513-90.2% |