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 FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $9,376 |
TAG RESOURCES, LLC3 years Service code 15 · EIN 62-1874769 | Recordkeeping | $6,479 |
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 | $57,573 | $99,957-42.4% | $149,696-61.5% | $73,488-21.7% |
| Participation rate | 34.9% | 75.7%-40.8pp | 82.5%-47.6pp | 70.7%-35.8pp |
| Annual return | 22.52% | 53.87%-31.3pp | 276.60%-254.1pp | 28.51%-6.0pp |
| Employer contribution / active EE | $993 | $3,191-68.9% | $4,644-78.6% | $2,270-56.3% |
| Participant deferral / active EE | $2,862 | $6,073-52.9% | $6,842-58.2% | $3,740-23.5% |
| Admin fee / account holder | $299 | $551-45.7% | $9,309-96.8% | $513-41.7% |