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 | $2,611 |
TAG RESOURCES, LLC2 years Service code 15 · EIN 62-1874769 | Recordkeeping | $400 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $57,114 | $52,953+7.9% | $172,739-66.9% | $65,185-12.4% |
| Participation rate | 11.7% | 66.2%-54.5pp | 82.6%-70.9pp | 70.2%-58.5pp |
| Annual return | 21.35% | 30.12%-8.8pp | 802.84%-781.5pp | 29.38%-8.0pp |
| Employer contribution / active EE | $329 | $2,190-85.0% | $5,143-93.6% | $2,177-84.9% |
| Participant deferral / active EE | $664 | $2,471-73.1% | $5,198-87.2% | $3,514-81.1% |
| Admin fee / account holder | $188 | $472-60.1% | $13,954-98.7% | $847-77.8% |