See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 4-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
TAG RESOURCES, LLC2 years Filed as: TAG ADVISORS Service code 99 · EIN 42-1445429 | Other Fees | $15,556 |
Filed as: CAMBRIDGE INVESTMENT GROUP INC Service code 99 · EIN 39-1897480 | Other Fees | $13,043 |
Filed as: CAMBRIDGE INVESTMENT RESEARCH INC Service code 99 | Other Fees | $4,346 |
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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,353 | $100,227-58.7% | $169,993-75.7% | $74,419-44.4% |
| Participation rate | 63.4% | 87.3%-24.0pp | 87.0%-23.6pp | 70.7%-7.4pp |
| Annual return | 49.48% | 66.08%-16.6pp | 53.37%-3.9pp | 34.38%+15.1pp |
| Employer contribution / active EE | $8,969 | $4,263+110.4% | $6,785+32.2% | $2,637+240.1% |
| Participant deferral / active EE | $11,403 | $7,143+59.6% | $10,408+9.6% | $4,528+151.8% |
| Admin fee / account holder | $401 | $234+71.1% | $12,815-96.9% | $348+15.3% |