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, LLC3 years Filed as: TRG INVESTMENT ADVISORS LLC Service code 27 · EIN 03-0215988 | Advisory (Plan) | $22,561 |
Filed as: GALLAGHER, FLYNN & COMPANY, LLP Service code 10 · EIN 03-0225774 | Accounting | $7,600 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$29,850 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $201,030 | $57,281+251.0% | $86,612+132.1% | $75,163+167.5% |
| Participation rate | 78.5% | 63.2%+15.3pp | 71.7%+6.8pp | 67.2%+11.3pp |
| Annual return | 16.67% | 2670.75%-2654.1pp | 591.07%-574.4pp | 160.62%-144.0pp |
| Employer contribution / active EE | $2,774 | $2,314+19.8% | $3,022-8.2% | $2,670+3.9% |
| Participant deferral / active EE | $4,904 | $3,318+47.8% | $4,438+10.5% | $4,125+18.9% |
| Admin fee / account holder | $3 | $4,112-99.9% | $5,614-100.0% | $5,651-100.0% |