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 8-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 FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $13,384 |
TAG RESOURCES, LLC4 years Service code 15 · EIN 62-1874769 | Recordkeeping | $8,173 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,414 | $39,019-42.6% | $80,716-72.2% | $85,850-73.9% |
| Participation rate | 45.3% | 41.5%+3.8pp | 54.2%-8.8pp | 69.3%-24.0pp |
| Annual return | 42.80% | 26.27%+16.5pp | 87.28%-44.5pp | 318.53%-275.7pp |
| Employer contribution / active EE | $0 | $722-100.0% | $1,160-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $4,578 | $1,326+245.3% | $2,146+113.3% | $3,952+15.8% |
| Admin fee / account holder | $240 | $2,431-90.1% | $3,380-92.9% | $6,260-96.2% |