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 | $16,815 |
Filed as: ADMIN GROUP, LLC DBA TAG RESOURCES Service code 15 · EIN 62-1874769 | Recordkeeping | $11,336 |
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 | $21,284 | $76,670-72.2% | $96,683-78.0% | $71,457-70.2% |
| Participation rate | 93.5% | 66.6%+26.9pp | 74.3%+19.2pp | 67.9%+25.6pp |
| Annual return | 20.17% | 48.29%-28.1pp | 35.69%-15.5pp | 28.85%-8.7pp |
| Employer contribution / active EE | $1,663 | $3,031-45.1% | $3,737-55.5% | $2,588-35.7% |
| Participant deferral / active EE | $3,747 | $3,771-0.6% | $4,878-23.2% | $4,289-12.6% |
| Admin fee / account holder | $198 | $2,028-90.2% | $6,730-97.1% | $1,587-87.5% |