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 | $10,042 |
TAG RESOURCES, LLC2 years Service code 15 · EIN 62-1874769 | Recordkeeping | $2,880 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $28,120 | $38,365-26.7% | $84,611-66.8% | $65,185-56.9% |
| Participation rate | 45.3% | 55.7%-10.4pp | 68.2%-23.0pp | 70.2%-24.9pp |
| Annual return | 27.30% | 32.00%-4.7pp | 258.74%-231.4pp | 29.38%-2.1pp |
| Employer contribution / active EE | $868 | $1,258-31.0% | $2,652-67.3% | $2,177-60.1% |
| Participant deferral / active EE | $2,360 | $2,278+3.6% | $3,899-39.5% | $3,514-32.8% |
| Admin fee / account holder | $154 | $451-65.9% | $4,912-96.9% | $847-81.8% |