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 | $12,356 |
TAG RESOURCES, LLC3 years Service code 15 · EIN 62-1874769 | Recordkeeping | $3,572 |
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 | $33,795 | $43,133-21.6% | $89,391-62.2% | $73,488-54.0% |
| Participation rate | 50.6% | 55.0%-4.3pp | 68.0%-17.3pp | 70.7%-20.0pp |
| Annual return | 20.48% | 135.66%-115.2pp | 245.62%-225.1pp | 28.51%-8.0pp |
| Employer contribution / active EE | $965 | $1,438-32.9% | $2,586-62.7% | $2,270-57.5% |
| Participant deferral / active EE | $2,317 | $2,445-5.2% | $3,890-40.4% | $3,740-38.0% |
| Admin fee / account holder | $126 | $444-71.6% | $4,881-97.4% | $513-75.4% |