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 |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $8,036 |
TAG RESOURCES, LLC1 year Service code 15 · EIN 62-1874769 | Recordkeeping | $2,716 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $20,186 | $33,067-39.0% | $76,523-73.6% | $56,287-64.1% |
| Participation rate | 53.8% | 55.4%-1.5pp | 68.0%-14.2pp | 69.9%-16.0pp |
| Annual return | -10.10% | 2.72%-12.8pp | -0.27%-9.8pp | -9.96%-0.1pp |
| Employer contribution / active EE | $1,032 | $1,200-14.1% | $2,647-61.0% | $2,111-51.1% |
| Participant deferral / active EE | $2,966 | $2,240+32.4% | $3,835-22.7% | $3,350-11.5% |
| Admin fee / account holder | $145 | $537-72.9% | $4,848-97.0% | $521-72.1% |