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 | $3,559 |
TAG RESOURCES, LLC3+ years Service code 15 · EIN 62-1874769 | Recordkeeping | $1,355 |
LPL FINANCIAL3+ 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.
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 | $11,873 | $85,202-86.1% | $172,739-93.1% | $72,985-83.7% |
| Participation rate | 46.9% | 70.1%-23.2pp | 82.6%-35.8pp | 69.5%-22.6pp |
| Annual return | 22.82% | 27.32%-4.5pp | 802.84%-780.0pp | 81.00%-58.2pp |
| Employer contribution / active EE | $660 | $3,324-80.2% | $5,143-87.2% | $2,440-73.0% |
| Participant deferral / active EE | $1,160 | $3,260-64.4% | $5,198-77.7% | $3,607-67.8% |
| Admin fee / account holder | $98 | $5,884-98.3% | $13,954-99.3% | $5,124-98.1% |