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 CO. Service code 15 · EIN 39-0989781 | Recordkeeping | $2,167 |
TAG RESOURCES, LLC3 years Service code 15 · EIN 62-1874769 | Recordkeeping | $1,204 |
LPL FINANCIAL1 year Service code 22 · EIN 95-2834236 | Insurance Broker | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 | $39,369 | $63,745-38.2% | $98,442-60.0% | $79,386-50.4% |
| Participation rate | 3.6% | 69.9%-66.3pp | 73.3%-69.8pp | 70.7%-67.1pp |
| Annual return | 16.92% | 625.80%-608.9pp | 1492.73%-1475.8pp | 116.85%-99.9pp |
| Employer contribution / active EE | $0 | $2,557-100.0% | $2,960-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $75 | $3,303-97.7% | $4,276-98.3% | $4,046-98.2% |
| Admin fee / account holder | $281 | $516-45.5% | $5,949-95.3% | $626-55.2% |