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 FINANCIAL LIFE INS Service code 15 · EIN 36-6071399 | Recordkeeping | $14,745 |
TAG RESOURCES, LLC2 years Service code 15 · EIN 62-1874769 | Recordkeeping | $7,528 |
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 | $24,326 | $39,948-39.1% | $89,391-72.8% | $73,409-66.9% |
| Participation rate | 23.6% | 50.4%-26.8pp | 68.0%-44.4pp | 72.2%-48.6pp |
| Annual return | 72.13% | 50.12%+22.0pp | 245.62%-173.5pp | 59.29%+12.8pp |
| Employer contribution / active EE | $435 | $1,200-63.7% | $2,586-83.2% | $2,234-80.5% |
| Participant deferral / active EE | $1,014 | $2,193-53.8% | $3,890-73.9% | $3,805-73.4% |
| Admin fee / account holder | $124 | $134-7.3% | $4,881-97.5% | $158-21.2% |