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 | $7,166 |
TAG RESOURCES, LLC4 years Service code 15 · EIN 62-1874769 | Recordkeeping | $2,231 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,570 | $58,879-9.0% | $178,490-70.0% | $73,488-27.1% |
| Participation rate | 20.5% | 66.2%-45.7pp | 81.9%-61.4pp | 70.7%-50.2pp |
| Annual return | 13.81% | 24.86%-11.0pp | 151.07%-137.3pp | 28.51%-14.7pp |
| Employer contribution / active EE | $262 | $2,236-88.3% | $5,011-94.8% | $2,270-88.4% |
| Participant deferral / active EE | $1,378 | $2,567-46.3% | $5,202-73.5% | $3,740-63.1% |
| Admin fee / account holder | $188 | $400-53.1% | $13,984-98.7% | $513-63.4% |