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 | $23,887 |
Filed as: ADMIN GROUP, LLC DBA TAG RESOURCES Service code 15 · EIN 62-1874769 | Recordkeeping | $13,570 |
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 | $27,350 | $80,724-66.1% | $103,333-73.5% | $74,495-63.3% |
| Participation rate | 93.9% | 65.7%+28.2pp | 74.5%+19.4pp | 67.2%+26.7pp |
| Annual return | 14.42% | 27.56%-13.1pp | 24.88%-10.5pp | 1364.94%-1350.5pp |
| Employer contribution / active EE | $1,855 | $3,157-41.2% | $3,868-52.0% | $2,623-29.3% |
| Participant deferral / active EE | $4,179 | $3,860+8.2% | $5,057-17.4% | $4,346-3.8% |
| Admin fee / account holder | $258 | $2,368-89.1% | $8,355-96.9% | $1,942-86.7% |