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 FINANCIAL LIFE INS Service code 15 · EIN 36-6071399 | Recordkeeping | $111,098 |
TAG RESOURCES, LLC1 year Service code 15 · EIN 62-1874769 | Recordkeeping | $84,393 |
Filed as: FIDUCIARY OUTSOURCING LLC Service code 31 · EIN 47-2079321 | Named fiduciary | $8,625 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,015 | $91,517-66.1% | $101,248-69.4% | $73,409-57.8% |
| Participation rate | 97.3% | 73.8%+23.5pp | 75.8%+21.5pp | 72.2%+25.1pp |
| Annual return | 10.34% | 17.17%-6.8pp | 46.47%-36.1pp | 59.29%-49.0pp |
| Employer contribution / active EE | $1,765 | $2,877-38.7% | $3,660-51.8% | $2,234-21.0% |
| Participant deferral / active EE | $4,532 | $3,338+35.8% | $4,370+3.7% | $3,805+19.1% |
| Admin fee / account holder | $279 | $216+29.3% | $5,945-95.3% | $158+76.8% |