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 4-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 Service code 15 · EIN 36-6071399 | Recordkeeping | $10,420 |
TAG RESOURCES, LLC1+ years Service code 15 · EIN 62-1874769 | Recordkeeping | $7,282 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,540 | $61,052-56.5% | $142,863-81.4% | $79,386-66.6% |
| Participation rate | 73.8% | 60.1%+13.6pp | 71.9%+1.8pp | 70.7%+3.1pp |
| Annual return | 0.00% | 16.02%-16.0pp | 5637.54%-5637.5pp | 116.85%-116.9pp |
| Employer contribution / active EE | $3,133 | $1,481+111.6% | $4,144-24.4% | $2,427+29.1% |
| Participant deferral / active EE | $7,383 | $2,879+156.4% | $3,837+92.4% | $4,046+82.5% |
| Admin fee / account holder | $142 | $659-78.5% | $6,560-97.8% | $626-77.4% |