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 Service code 15 · EIN 36-6071399 | Recordkeeping | $153,316 |
TAG RESOURCES, LLC7+ years Service code 15 · EIN 62-1874769 | Recordkeeping | $43,844 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $71,597 | $331,159-78.4% | $112,887-36.6% | $74,419-3.8% |
| Participation rate | 59.2% | 81.4%-22.2pp | 80.5%-21.3pp | 70.7%-11.5pp |
| Annual return | 15.73% | 21.62%-5.9pp | 34.10%-18.4pp | 34.38%-18.6pp |
| Employer contribution / active EE | $2,332 | $5,469-57.4% | $4,563-48.9% | $2,637-11.6% |
| Participant deferral / active EE | $4,726 | $8,097-41.6% | $6,513-27.4% | $4,528+4.4% |
| Admin fee / account holder | $655 | $281+133.1% | $7,047-90.7% | $348+88.3% |