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 | $33,134 |
TAG RESOURCES, LLC7+ years Service code 15 · EIN 62-1874769 | Recordkeeping | $20,870 |
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.)
Annual investment return 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 | $42,242 | $56,485-25.2% | $185,823-77.3% | $86,799-51.3% |
| Participation rate | 41.4% | 65.5%-24.1pp | 81.7%-40.3pp | 72.3%-30.9pp |
| Annual return | 11.78% | 118.04%-106.3pp | 122.05%-110.3pp | 97.91%-86.1pp |
| Employer contribution / active EE | $106 | $1,843-94.3% | $5,167-98.0% | $2,405-95.6% |
| Participant deferral / active EE | $1,452 | $2,553-43.1% | $5,568-73.9% | $4,131-64.9% |
| Admin fee / account holder | $316 | $150+111.1% | $16,237-98.1% | $170+86.3% |