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 | $5,966 |
TAG RESOURCES, LLC5+ years Service code 15 · EIN 62-1874769 | Recordkeeping | $3,660 |
LPL FINANCIAL5+ 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,091 | $95,416-77.9% | $185,823-88.7% | $85,850-75.4% |
| Participation rate | 51.9% | 68.8%-16.9pp | 81.7%-29.8pp | 69.3%-17.5pp |
| Annual return | 11.31% | 23.59%-12.3pp | 122.05%-110.7pp | 318.53%-307.2pp |
| Employer contribution / active EE | $1,025 | $3,314-69.1% | $5,167-80.2% | $2,565-60.0% |
| Participant deferral / active EE | $2,565 | $3,423-25.1% | $5,568-53.9% | $3,952-35.1% |
| Admin fee / account holder | $172 | $7,213-97.6% | $16,237-98.9% | $6,260-97.3% |