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 Service code 15 · EIN 36-6071399 | Recordkeeping | $12,001 |
TAG RESOURCES, LLC2 years Service code 15 · EIN 62-1874769 | Recordkeeping | $6,196 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,871 | $61,156-51.2% | $185,823-83.9% | $79,386-62.4% |
| Participation rate | 36.8% | 66.6%-29.8pp | 81.7%-44.9pp | 70.7%-33.9pp |
| Annual return | 22.67% | 19.45%+3.2pp | 122.05%-99.4pp | 116.85%-94.2pp |
| Employer contribution / active EE | $0 | $2,321-100.0% | $5,167-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $3,214 | $2,789+15.2% | $5,568-42.3% | $4,046-20.6% |
| Admin fee / account holder | $276 | $710-61.1% | $16,237-98.3% | $626-56.0% |