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 |
|---|---|---|
TAG RESOURCES, LLC1 year Filed as: TAG RESOURCES Service code 14 · EIN 62-1874769 | Plan Administrator | $9,171 |
Service code 50 · EIN 27-3055170 10975 BENSON DR, STE 560 · OVERLAND PARK, KS 662101569 | Direct Payment | $4,388 |
TIAA1 year Service code 15 · EIN 13-1624203 | Recordkeeping | $493 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,481 | $49,227-54.3% | $70,449-68.1% | $79,858-71.8% |
| Participation rate | 98.8% | 69.2%+29.6pp | 75.1%+23.8pp | 69.6%+29.2pp |
| Annual return | 11.39% | 30.06%-18.7pp | 109.03%-97.6pp | 31.71%-20.3pp |
| Employer contribution / active EE | $994 | $2,099-52.7% | $2,737-63.7% | $2,471-59.8% |
| Participant deferral / active EE | $2,396 | $2,768-13.4% | $3,709-35.4% | $3,740-35.9% |
| Admin fee / account holder | $74 | $2,878-97.4% | $3,845-98.1% | $5,306-98.6% |