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, LLC3 years Service code 15 · EIN 62-1874769 | Recordkeeping | $5,699 |
Filed as: TRANSAMERICA FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $1,711 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,054 | $35,986-94.3% | $77,482-97.3% | $73,488-97.2% |
| Participation rate | 81.9% | 40.8%+41.1pp | 54.2%+27.7pp | 70.7%+11.2pp |
| Annual return | 27.15% | 19.26%+7.9pp | 54.79%-27.6pp | 28.51%-1.4pp |
| Employer contribution / active EE | $0 | $557-100.0% | $986-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $910 | $1,198-24.0% | $1,861-51.1% | $3,740-75.7% |
| Admin fee / account holder | $35 | $466-92.5% | $2,858-98.8% | $513-93.2% |