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 | $4,387 |
TAG RESOURCES, LLC2 years Service code 15 · EIN 62-1874769 | Recordkeeping | $2,911 |
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 | $25,643 | $50,175-48.9% | $99,443-74.2% | $65,185-60.7% |
| Participation rate | 32.3% | 68.4%-36.1pp | 73.8%-41.6pp | 70.2%-37.9pp |
| Annual return | 29.26% | 25.36%+3.9pp | 30.72%-1.5pp | 29.38%-0.1pp |
| Employer contribution / active EE | $910 | $1,496-39.1% | $2,540-64.2% | $2,177-58.2% |
| Participant deferral / active EE | $1,548 | $2,748-43.7% | $3,619-57.2% | $3,514-55.9% |
| Admin fee / account holder | $109 | $398-72.6% | $6,250-98.3% | $847-87.1% |