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 8-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 FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $33,056 |
TAG RESOURCES, LLC5+ years Service code 15 · EIN 62-1874769 | Recordkeeping | $9,211 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,046 | $93,182-0.1% | $146,665-36.6% | $79,386+17.2% |
| Participation rate | 33.6% | 76.4%-42.8pp | 80.1%-46.4pp | 70.7%-37.1pp |
| Annual return | 12.53% | 21.61%-9.1pp | 22.74%-10.2pp | 116.85%-104.3pp |
| Employer contribution / active EE | $715 | $2,420-70.5% | $4,136-82.7% | $2,427-70.6% |
| Participant deferral / active EE | $1,830 | $4,169-56.1% | $5,506-66.8% | $4,046-54.8% |
| Admin fee / account holder | $1,057 | $585+80.6% | $10,280-89.7% | $626+68.7% |