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 10-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 LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $14,832 |
TAG RESOURCES, LLC5+ years Service code 15 · EIN 62-1874769 | Recordkeeping | $11,616 |
KESTRA INVESTMENT SERVICES LLC4+ years Filed as: KESTRA INVESTMENT SERVICE Service code 22 · EIN 74-2794194 | Insurance Broker | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $8,116 | $121,004-93.3% | $69,455-88.3% | $89,569-90.9% |
| Participation rate | 0.8% | 66.9%-66.1pp | 74.6%-73.8pp | 69.6%-68.8pp |
| Annual return | 37.23% | 20.21%+17.0pp | 28.97%+8.3pp | 34.56%+2.7pp |
| Employer contribution / active EE | $0 | $5,335-100.0% | $2,779-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $18 | $4,335-99.6% | $3,535-99.5% | $4,220-99.6% |
| Admin fee / account holder | $65 | $32+103.5% | $3,839-98.3% | $72-9.5% |