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 |
|---|---|---|
TRG INVESTMENT ADVISORS, LLC2 years Filed as: TRG INVESTMENT ADVISORS LLC Service code 27 · EIN 03-0215988 | Advisory (Plan) | $24,514 |
Filed as: GALLAGHER, FLYNN & COMPANY, LLP Service code 10 · EIN 03-0225774 | Accounting | $7,400 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$29,925 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $184,897 | $54,350+240.2% | $82,719+123.5% | $68,494+169.9% |
| Participation rate | 86.0% | 63.9%+22.1pp | 72.6%+13.5pp | 67.9%+18.2pp |
| Annual return | -16.99% | -13.67%-3.3pp | 701.18%-718.2pp | -7.84%-9.1pp |
| Employer contribution / active EE | $2,974 | $2,218+34.1% | $3,009-1.2% | $2,596+14.5% |
| Participant deferral / active EE | $5,215 | $3,246+60.7% | $4,395+18.7% | $4,027+29.5% |
| Admin fee / account holder | $18 | $4,395-99.6% | $5,329-99.7% | $5,403-99.7% |