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 LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $5,667 |
TAG RESOURCES, LLC3+ years Service code 15 · EIN 62-1874769 | Recordkeeping | $250 |
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 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 | $10,523 | $31,388-66.5% | $73,545-85.7% | $62,292-83.1% |
| Participation rate | 26.1% | 39.9%-13.8pp | 54.9%-28.9pp | 69.5%-43.5pp |
| Annual return | 16.86% | 25.34%-8.5pp | -15.16%+32.0pp | 28.90%-12.0pp |
| Employer contribution / active EE | $473 | $498-5.0% | $1,219-61.2% | $2,042-76.8% |
| Participant deferral / active EE | $756 | $1,028-26.5% | $1,806-58.2% | $3,169-76.2% |
| Admin fee / account holder | $99 | $299-67.1% | $2,320-95.7% | $479-79.4% |