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 | $19,151 |
TAG RESOURCES, LLC7+ years Service code 15 · EIN 62-1874769 | Recordkeeping | $7,872 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,023 | $59,263+11.4% | $96,562-31.6% | $79,386-16.8% |
| Participation rate | 35.4% | 61.9%-26.5pp | 69.8%-34.4pp | 70.7%-35.3pp |
| Annual return | 11.67% | 27.07%-15.4pp | 37.78%-26.1pp | 116.85%-105.2pp |
| Employer contribution / active EE | $920 | $1,216-24.4% | $2,356-61.0% | $2,427-62.1% |
| Participant deferral / active EE | $1,840 | $2,948-37.6% | $3,849-52.2% | $4,046-54.5% |
| Admin fee / account holder | $450 | $658-31.6% | $6,181-92.7% | $626-28.1% |