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 | $53,730 |
Filed as: PENSION PLAN SPECIALISTS, PC. Service code 15 · EIN 91-1889112 | Recordkeeping | $3,650 |
TAG RESOURCES, LLC8+ years Service code 15 · EIN 62-1874769 | Recordkeeping | $3,563 |
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.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,900 | $46,292-22.4% | $143,757-75.0% | $64,808-44.6% |
| Participation rate | 41.9% | 64.2%-22.3pp | 80.3%-38.4pp | 71.5%-29.5pp |
| Annual return | -15.12% | -10.05%-5.1pp | -0.04%-15.1pp | 32.82%-47.9pp |
| Employer contribution / active EE | $210 | $1,910-89.0% | $4,951-95.8% | $2,506-91.6% |
| Participant deferral / active EE | $1,650 | $2,646-37.6% | $5,637-70.7% | $4,310-61.7% |
| Admin fee / account holder | $423 | $154+175.2% | $14,673-97.1% | $188+125.3% |