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 |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE CO Service code 15 · EIN 39-0989781 | Recordkeeping | $3,742 |
TAG RESOURCES, LLC2+ years Service code 15 · EIN 62-1874769 | Recordkeeping | $1,025 |
LPL FINANCIAL2+ years Service code 22 · EIN 95-2834236 | Insurance Broker | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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.
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 | $9,382 | $76,000-87.7% | $154,107-93.9% | $64,186-85.4% |
| Participation rate | 40.2% | 70.4%-30.2pp | 83.0%-42.8pp | 69.6%-29.4pp |
| Annual return | -9.60% | 30.32%-39.9pp | 735.12%-744.7pp | 7.63%-17.2pp |
| Employer contribution / active EE | $503 | $3,351-85.0% | $5,298-90.5% | $2,381-78.9% |
| Participant deferral / active EE | $897 | $3,175-71.8% | $5,081-82.4% | $3,470-74.2% |
| Admin fee / account holder | $122 | $5,596-97.8% | $13,411-99.1% | $4,888-97.5% |