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, LLC4 years Filed as: TRG INVESTMENT ADVISORS LLC Service code 27 · EIN 03-0215988 | Advisory (Plan) | $26,235 |
Filed as: GALLAGHER, FLYNN & COMPANY, LLP Service code 10 · EIN 03-0225774 | Accounting | $7,800 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$29,950 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $217,658 | $58,208+273.9% | $81,812+166.0% | $80,856+169.2% |
| Participation rate | 83.0% | 63.4%+19.5pp | 72.3%+10.6pp | 67.6%+15.3pp |
| Annual return | 13.00% | 41.66%-28.7pp | 773.79%-760.8pp | 35.59%-22.6pp |
| Employer contribution / active EE | $3,318 | $2,340+41.8% | $2,912+13.9% | $2,755+20.4% |
| Participant deferral / active EE | $6,133 | $3,281+86.9% | $4,319+42.0% | $4,296+42.8% |
| Admin fee / account holder | $35 | $4,981-99.3% | $7,386-99.5% | $6,918-99.5% |