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 | $8,863 |
TAG RESOURCES, LLC5+ years Service code 15 · EIN 62-1874769 | Recordkeeping | $2,984 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $20,918 | $52,953-60.5% | $172,739-87.9% | $65,185-67.9% |
| Participation rate | 46.5% | 66.2%-19.7pp | 82.6%-36.2pp | 70.2%-23.7pp |
| Annual return | 20.40% | 30.12%-9.7pp | 802.84%-782.4pp | 29.38%-9.0pp |
| Employer contribution / active EE | $280 | $2,190-87.2% | $5,143-94.6% | $2,177-87.1% |
| Participant deferral / active EE | $963 | $2,471-61.0% | $5,198-81.5% | $3,514-72.6% |
| Admin fee / account holder | $146 | $472-69.0% | $13,954-99.0% | $847-82.7% |