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, LLC5 years Filed as: TRG INVESTMENT ADVISORS LLC Service code 27 · EIN 03-0215988 | Advisory (Plan) | $27,988 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years 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 | $211,553 | $54,705+286.7% | $71,209+197.1% | $84,808+149.5% |
| Participation rate | 81.9% | 64.1%+17.8pp | 73.8%+8.2pp | 68.3%+13.6pp |
| Annual return | 14.84% | 35.90%-21.1pp | 282.51%-267.7pp | 40.90%-26.1pp |
| Employer contribution / active EE | $3,187 | $2,158+47.7% | $2,721+17.1% | $2,631+21.1% |
| Participant deferral / active EE | $5,731 | $3,030+89.1% | $4,175+37.3% | $4,212+36.1% |
| Admin fee / account holder | $5 | $4,863-99.9% | $5,349-99.9% | $7,344-99.9% |