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 | $19,776 |
TAG RESOURCES, LLC6+ years Service code 15 · EIN 62-1874769 | Recordkeeping | $13,599 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,610 | $52,293-28.1% | $178,490-78.9% | $73,409-48.8% |
| Participation rate | 38.0% | 65.3%-27.3pp | 81.9%-43.9pp | 72.2%-34.1pp |
| Annual return | 15.60% | 34.75%-19.1pp | 151.07%-135.5pp | 59.29%-43.7pp |
| Employer contribution / active EE | $121 | $1,735-93.0% | $5,011-97.6% | $2,234-94.6% |
| Participant deferral / active EE | $1,274 | $2,332-45.4% | $5,202-75.5% | $3,805-66.5% |
| Admin fee / account holder | $173 | $127+35.6% | $13,984-98.8% | $158+9.4% |