See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INS. Service code 15 · EIN 36-6071399 | Recordkeeping | $21,236 |
TAG RESOURCES, LLC2 years Filed as: TAG RESOURCES Service code 15 · EIN 62-1874769 | Recordkeeping | $5,465 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,619 | $51,447-79.4% | $104,607-89.8% | $73,409-85.5% |
| Participation rate | 30.7% | 68.2%-37.5pp | 74.1%-43.4pp | 72.2%-41.5pp |
| Annual return | 27.38% | 25.06%+2.3pp | 340.46%-313.1pp | 59.29%-31.9pp |
| Employer contribution / active EE | $359 | $1,441-75.1% | $2,681-86.6% | $2,234-83.9% |
| Participant deferral / active EE | $1,014 | $3,058-66.8% | $3,740-72.9% | $3,805-73.4% |
| Admin fee / account holder | $183 | $122+49.9% | $6,473-97.2% | $158+15.8% |