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 |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $16,368 |
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $3,095 |
TAG RESOURCES, LLC3+ years Service code 15 · EIN 62-1874769 | Recordkeeping | $650 |
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.
Annual investment return 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 | $39,498 | $71,192-44.5% | $117,854-66.5% | $62,292-36.6% |
| Participation rate | 57.7% | 74.2%-16.5pp | 79.7%-21.9pp | 69.5%-11.8pp |
| Annual return | 12.76% | 18.66%-5.9pp | 335.08%-322.3pp | 28.90%-16.1pp |
| Employer contribution / active EE | $835 | $1,934-56.8% | $3,786-77.9% | $2,042-59.1% |
| Participant deferral / active EE | $1,514 | $3,189-52.5% | $4,482-66.2% | $3,169-52.2% |
| Admin fee / account holder | $139 | $587-76.3% | $8,020-98.3% | $479-70.9% |