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 | $6,345 |
TAG RESOURCES, LLC6+ years Service code 15 · EIN 62-1874769 | Recordkeeping | $3,655 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,280 | $58,879-60.5% | $178,490-87.0% | $73,488-68.3% |
| Participation rate | 48.7% | 66.2%-17.5pp | 81.9%-33.2pp | 70.7%-21.9pp |
| Annual return | 11.55% | 24.86%-13.3pp | 151.07%-139.5pp | 28.51%-17.0pp |
| Employer contribution / active EE | $314 | $2,236-86.0% | $5,011-93.7% | $2,270-86.2% |
| Participant deferral / active EE | $804 | $2,567-68.7% | $5,202-84.5% | $3,740-78.5% |
| Admin fee / account holder | $128 | $400-68.0% | $13,984-99.1% | $513-75.0% |