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 |
|---|---|---|
TAG RESOURCES, LLC3 years Service code 15 · EIN 62-1874769 | Recordkeeping | $6,968 |
Filed as: TRANSAMERICA FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $5,582 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,449 | $55,214-39.4% | $104,607-68.0% | $73,488-54.5% |
| Participation rate | 32.1% | 67.8%-35.7pp | 74.1%-42.0pp | 70.7%-38.6pp |
| Annual return | 18.28% | 24.79%-6.5pp | 340.46%-322.2pp | 28.51%-10.2pp |
| Employer contribution / active EE | $961 | $1,468-34.5% | $2,681-64.1% | $2,270-57.7% |
| Participant deferral / active EE | $2,005 | $2,925-31.4% | $3,740-46.4% | $3,740-46.4% |
| Admin fee / account holder | $182 | $424-57.1% | $6,473-97.2% | $513-64.5% |