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 9-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 INSURAN Service code 15 · EIN 36-6071399 | Recordkeeping | $1,995 |
TAG RESOURCES, LLC1+ years Filed as: TAG RESOURCES LLC Service code 15 · EIN 62-1874769 | Recordkeeping | $526 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $806 | $50,385-98.4% | $75,670-98.9% | $62,292-98.7% |
| Participation rate | 77.5% | 67.7%+9.8pp | 72.3%+5.2pp | 69.5%+8.0pp |
| Annual return | 0.00% | 19.90%-19.9pp | 27.34%-27.3pp | 28.90%-28.9pp |
| Employer contribution / active EE | $0 | $1,537-100.0% | $2,352-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $693 | $2,445-71.7% | $3,142-78.0% | $3,169-78.1% |
| Admin fee / account holder | $24 | $384-93.7% | $5,800-99.6% | $479-95.0% |