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 INS. CO. Service code 15 · EIN 39-0989781 | Recordkeeping | $9,340 |
TAG RESOURCES, LLC6+ years Service code 15 · EIN 62-1874769 | Recordkeeping | $9,231 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,356 | $58,879-77.3% | $178,490-92.5% | $73,488-81.8% |
| Participation rate | 56.7% | 66.2%-9.5pp | 81.9%-25.2pp | 70.7%-14.0pp |
| Annual return | 16.82% | 24.86%-8.0pp | 151.07%-134.3pp | 28.51%-11.7pp |
| Employer contribution / active EE | $670 | $2,236-70.1% | $5,011-86.6% | $2,270-70.5% |
| Participant deferral / active EE | $1,277 | $2,567-50.3% | $5,202-75.5% | $3,740-65.9% |
| Admin fee / account holder | $77 | $400-80.8% | $13,984-99.4% | $513-85.0% |