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 |
|---|---|---|
TAG RESOURCES, LLC4 years Service code 15 · EIN 62-1874769 | Recordkeeping | $13,369 |
Filed as: TRANSAMERICA FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $4,988 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,112 | $79,694-53.4% | $96,139-61.4% | $79,386-53.3% |
| Participation rate | 58.8% | 54.0%+4.8pp | 68.4%-9.6pp | 70.7%-11.9pp |
| Annual return | 13.49% | 40.84%-27.4pp | 191.94%-178.5pp | 116.85%-103.4pp |
| Employer contribution / active EE | $1,124 | $1,443-22.2% | $2,797-59.8% | $2,427-53.7% |
| Participant deferral / active EE | $3,049 | $2,539+20.1% | $4,349-29.9% | $4,046-24.6% |
| Admin fee / account holder | $162 | $630-74.2% | $5,537-97.1% | $626-74.1% |