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 9-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 | $2,613 |
TAG RESOURCES, LLC1 year Service code 15 · EIN 62-1874769 | Recordkeeping | $1,562 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $14,919 | $45,825-67.4% | $90,645-83.5% | $56,287-73.5% |
| Participation rate | 40.7% | 66.7%-26.0pp | 74.0%-33.3pp | 69.9%-29.2pp |
| Annual return | 2.00% | 38.64%-36.6pp | 1.88%+0.1pp | -9.96%+12.0pp |
| Employer contribution / active EE | $1,073 | $1,372-21.8% | $2,532-57.6% | $2,111-49.2% |
| Participant deferral / active EE | $1,603 | $2,562-37.5% | $3,425-53.2% | $3,350-52.2% |
| Admin fee / account holder | $60 | $413-85.5% | $4,994-98.8% | $521-88.6% |