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 7-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 Service code 15 · EIN 36-6071399 | Recordkeeping | $6,988 |
TAG RESOURCES, LLC3+ years Service code 15 · EIN 62-1874769 | Recordkeeping | $4,209 |
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 | $17,949 | $79,694-77.5% | $96,139-81.3% | $79,386-77.4% |
| Participation rate | 16.4% | 54.0%-37.6pp | 68.4%-52.1pp | 70.7%-54.3pp |
| Annual return | 12.43% | 40.84%-28.4pp | 191.94%-179.5pp | 116.85%-104.4pp |
| Employer contribution / active EE | $473 | $1,443-67.2% | $2,797-83.1% | $2,427-80.5% |
| Participant deferral / active EE | $1,055 | $2,539-58.4% | $4,349-75.7% | $4,046-73.9% |
| Admin fee / account holder | $347 | $630-45.0% | $5,537-93.7% | $626-44.6% |