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 | $9,315 |
TAG RESOURCES, LLC4+ years Service code 15 · EIN 62-1874769 | Recordkeeping | $3,146 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,782 | $47,977-62.9% | $154,107-88.5% | $56,287-68.4% |
| Participation rate | 47.5% | 66.2%-18.7pp | 83.0%-35.6pp | 69.9%-22.4pp |
| Annual return | -6.04% | 3.54%-9.6pp | 735.12%-741.2pp | -9.96%+3.9pp |
| Employer contribution / active EE | $323 | $2,169-85.1% | $5,298-93.9% | $2,111-84.7% |
| Participant deferral / active EE | $900 | $2,392-62.4% | $5,081-82.3% | $3,350-73.1% |
| Admin fee / account holder | $166 | $438-62.1% | $13,411-98.8% | $521-68.1% |