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 |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $10,605 |
TAG RESOURCES, LLC4+ years Service code 15 · EIN 62-1874769 | Recordkeeping | $8,809 |
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 | $13,948 | $77,660-82.0% | $109,143-87.2% | $79,386-82.4% |
| Participation rate | 91.2% | 67.8%+23.4pp | 75.9%+15.3pp | 70.7%+20.5pp |
| Annual return | 16.34% | 23.44%-7.1pp | 25.75%-9.4pp | 116.85%-100.5pp |
| Employer contribution / active EE | $1,424 | $2,797-49.1% | $3,722-61.8% | $2,427-41.4% |
| Participant deferral / active EE | $3,303 | $3,518-6.1% | $4,653-29.0% | $4,046-18.4% |
| Admin fee / account holder | $135 | $732-81.6% | $6,752-98.0% | $626-78.5% |