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 |
|---|---|---|
TAG RESOURCES, LLC2 years Service code 15 · EIN 62-1874769 | Recordkeeping | $5,257 |
Filed as: TRANSAMERICA FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $671 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $1,174 | $31,679-96.3% | $74,701-98.4% | $65,185-98.2% |
| Participation rate | 79.5% | 40.4%+39.1pp | 54.5%+25.0pp | 70.2%+9.3pp |
| Annual return | 50.31% | 39.04%+11.3pp | 752.92%-702.6pp | 29.38%+20.9pp |
| Employer contribution / active EE | $0 | $566-100.0% | $1,084-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $840 | $1,191-29.5% | $1,964-57.2% | $3,514-76.1% |
| Admin fee / account holder | $32 | $379-91.5% | $3,333-99.0% | $847-96.2% |