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 FINANICAL LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $4,263 |
TAG RESOURCES, LLC1 year Service code 15 · EIN 62-1874769 | Recordkeeping | $1,074 |
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.
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 | $32,287 | $73,102-55.8% | $123,544-73.9% | $56,287-42.6% |
| Participation rate | 29.2% | 74.3%-45.1pp | 82.3%-53.1pp | 69.9%-40.7pp |
| Annual return | 39.27% | 3.01%+36.3pp | 119.20%-79.9pp | -9.96%+49.2pp |
| Employer contribution / active EE | $743 | $2,977-75.0% | $4,628-83.9% | $2,111-64.8% |
| Participant deferral / active EE | $1,775 | $5,423-67.3% | $6,426-72.4% | $3,350-47.0% |
| Admin fee / account holder | $119 | $554-78.6% | $9,284-98.7% | $521-77.2% |