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 7-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, LLC3+ years Service code 15 · EIN 62-1874769 | Recordkeeping | $4,009 |
Filed as: TRANSAMERICA FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $3,274 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $9,213 | $69,362-86.7% | $101,248-90.9% | $73,488-87.5% |
| Participation rate | 90.0% | 68.4%+21.6pp | 75.8%+14.2pp | 70.7%+19.3pp |
| Annual return | 26.51% | 18.46%+8.0pp | 46.47%-20.0pp | 28.51%-2.0pp |
| Employer contribution / active EE | $1,330 | $2,628-49.4% | $3,660-63.7% | $2,270-41.4% |
| Participant deferral / active EE | $2,595 | $3,300-21.3% | $4,370-40.6% | $3,740-30.6% |
| Admin fee / account holder | $53 | $704-92.4% | $5,945-99.1% | $513-89.6% |