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 8-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 | $12,179 |
TAG RESOURCES, LLC1 year Service code 15 · EIN 62-1874769 | Recordkeeping | $7,151 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $13,643 | $58,083-76.5% | $80,019-83.0% | $56,287-75.8% |
| Participation rate | 94.2% | 73.6%+20.6pp | 75.8%+18.4pp | 69.9%+24.4pp |
| Annual return | -6.17% | 34.61%-40.8pp | 11.22%-17.4pp | -9.96%+3.8pp |
| Employer contribution / active EE | $2,402 | $1,932+24.3% | $2,468-2.7% | $2,111+13.8% |
| Participant deferral / active EE | $3,055 | $3,135-2.6% | $3,686-17.1% | $3,350-8.8% |
| Admin fee / account holder | $101 | $623-83.8% | $6,521-98.5% | $521-80.7% |