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: TRANSAMERICARETIREMENTSOLUTIONS,LLC Service code 15 · EIN 13-3689044 | Recordkeeping | $30,060 |
TAG RESOURCES, LLC3 years Service code 15 · EIN 62-1874769 | Recordkeeping | $8,468 |
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 | $44,448 | $44,734-0.6% | $99,443-55.3% | $67,579-34.2% |
| Participation rate | 31.1% | 66.2%-35.1pp | 73.8%-42.7pp | 71.3%-40.2pp |
| Annual return | 24.98% | 32.45%-7.5pp | 30.72%-5.7pp | 378.56%-353.6pp |
| Employer contribution / active EE | $560 | $1,261-55.6% | $2,540-77.9% | $2,148-73.9% |
| Participant deferral / active EE | $1,531 | $2,731-43.9% | $3,619-57.7% | $3,539-56.8% |
| Admin fee / account holder | $154 | $120+28.4% | $6,250-97.5% | $142+7.9% |