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 CO Service code 15 · EIN 39-0989781 | Recordkeeping | $11,923 |
TAG RESOURCES, LLC1 year Service code 15 · EIN 62-1874769 | Recordkeeping | $650 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $42,846 | $55,453-22.7% | $170,442-74.9% | $62,292-31.2% |
| Participation rate | 19.9% | 66.4%-46.5pp | 83.6%-63.7pp | 69.5%-49.7pp |
| Annual return | 18.32% | 21.38%-3.1pp | 205.93%-187.6pp | 28.90%-10.6pp |
| Employer contribution / active EE | $284 | $2,164-86.9% | $5,433-94.8% | $2,042-86.1% |
| Participant deferral / active EE | $1,466 | $2,303-36.3% | $4,939-70.3% | $3,169-53.7% |
| Admin fee / account holder | $370 | $455-18.7% | $13,880-97.3% | $479-22.9% |