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, LLC5 years Service code 15 · EIN 62-1874769 | Recordkeeping | $9,965 |
Filed as: TRANSAMERICA FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $5,341 |
Service code 17 · EIN 94-3138723 | Pension Consulting | $323 |
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 | $3,804 | $26,549-85.7% | $61,373-93.8% | $66,914-94.3% |
| Participation rate | 79.6% | 38.1%+41.5pp | 52.6%+27.0pp | 69.8%+9.8pp |
| Annual return | -19.28% | -16.21%-3.1pp | 338.61%-357.9pp | 1.58%-20.9pp |
| Employer contribution / active EE | $0 | $651-100.0% | $1,159-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $1,292 | $1,338-3.4% | $2,125-39.2% | $4,237-69.5% |
| Admin fee / account holder | $82 | $409-80.0% | $2,130-96.2% | $593-86.2% |