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, LLC4 years Service code 15 · EIN 62-1874769 | Recordkeeping | $5,757 |
Filed as: TRANSAMERICA FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $3,510 |
LPL FINANCIAL4 years Service code 22 · EIN 95-2834236 | Insurance Broker | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $15,716 | $43,133-63.6% | $89,391-82.4% | $73,488-78.6% |
| Participation rate | 23.7% | 55.0%-31.2pp | 68.0%-44.2pp | 70.7%-47.0pp |
| Annual return | 14.69% | 135.66%-121.0pp | 245.62%-230.9pp | 28.51%-13.8pp |
| Employer contribution / active EE | $346 | $1,438-75.9% | $2,586-86.6% | $2,270-84.7% |
| Participant deferral / active EE | $1,721 | $2,445-29.6% | $3,890-55.8% | $3,740-54.0% |
| Admin fee / account holder | $185 | $444-58.2% | $4,881-96.2% | $513-63.9% |