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 9-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 |
|---|---|---|
Service code 13 · EIN 35-0472300 | Contract Administrator | $4,607 |
TAG RESOURCES, LLC1 year Service code 15 · EIN 62-1874769 | Recordkeeping | $250 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $1,181 | $56,972-97.9% | $182,532-99.4% | $65,185-98.2% |
| Participation rate | 90.1% | 66.5%+23.6pp | 78.0%+12.1pp | 70.2%+19.9pp |
| Annual return | 32.37% | 27.67%+4.7pp | 148.54%-116.2pp | 29.38%+3.0pp |
| Employer contribution / active EE | $603 | $1,615-62.6% | $4,076-85.2% | $2,177-72.3% |
| Participant deferral / active EE | $603 | $3,526-82.9% | $5,524-89.1% | $3,514-82.8% |
| Admin fee / account holder | $25 | $528-95.3% | $8,592-99.7% | $847-97.1% |