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 | $3,924 |
TAG RESOURCES, LLC6+ years Service code 15 · EIN 62-1874769 | Recordkeeping | $3,092 |
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 | $17,925 | $35,986-50.2% | $77,482-76.9% | $73,488-75.6% |
| Participation rate | 43.4% | 40.8%+2.6pp | 54.2%-10.8pp | 70.7%-27.3pp |
| Annual return | 16.32% | 19.26%-2.9pp | 54.79%-38.5pp | 28.51%-12.2pp |
| Employer contribution / active EE | $674 | $557+20.8% | $986-31.7% | $2,270-70.3% |
| Participant deferral / active EE | $1,147 | $1,198-4.2% | $1,861-38.4% | $3,740-69.3% |
| Admin fee / account holder | $97 | $466-79.1% | $2,858-96.6% | $513-81.0% |