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 |
|---|---|---|
TAG RESOURCES, LLC1 year Service code 15 · EIN 62-1874769 | Recordkeeping | $3,913 |
Filed as: TRANSAMERICA FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $2,005 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $2,932 | $52,836-94.4% | $105,738-97.2% | $64,186-95.4% |
| Participation rate | 87.1% | 66.5%+20.5pp | 76.3%+10.7pp | 69.6%+17.5pp |
| Annual return | -21.47% | 14.30%-35.8pp | 6.27%-27.7pp | 7.63%-29.1pp |
| Employer contribution / active EE | $1,174 | $1,827-35.7% | $3,268-64.1% | $2,381-50.7% |
| Participant deferral / active EE | $2,319 | $2,545-8.9% | $4,080-43.1% | $3,470-33.1% |
| Admin fee / account holder | $42 | $3,959-98.9% | $6,913-99.4% | $4,888-99.1% |