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 10-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 LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $43,357 |
TAG RESOURCES, LLC7+ years Service code 15 · EIN 62-1874769 | Recordkeeping | $18,332 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,117 | $59,263+21.7% | $96,562-25.3% | $79,386-9.2% |
| Participation rate | 62.3% | 61.9%+0.4pp | 69.8%-7.5pp | 70.7%-8.4pp |
| Annual return | 5.49% | 27.07%-21.6pp | 37.78%-32.3pp | 116.85%-111.4pp |
| Employer contribution / active EE | $628 | $1,216-48.3% | $2,356-73.3% | $2,427-74.1% |
| Participant deferral / active EE | $4,240 | $2,948+43.8% | $3,849+10.2% | $4,046+4.8% |
| Admin fee / account holder | $502 | $658-23.8% | $6,181-91.9% | $626-19.9% |