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 COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $22,268 |
TAG RESOURCES, LLC5+ years Service code 15 · EIN 62-1874769 | Recordkeeping | $14,114 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $32,864 | $62,928-47.8% | $172,739-81.0% | $67,579-51.4% |
| Participation rate | 35.8% | 64.5%-28.6pp | 82.6%-46.8pp | 71.3%-35.4pp |
| Annual return | 19.84% | 30.36%-10.5pp | 802.84%-783.0pp | 378.56%-358.7pp |
| Employer contribution / active EE | $152 | $1,636-90.7% | $5,143-97.0% | $2,148-92.9% |
| Participant deferral / active EE | $1,127 | $2,145-47.5% | $5,198-78.3% | $3,539-68.2% |
| Admin fee / account holder | $209 | $167+25.5% | $13,954-98.5% | $142+47.0% |