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 Service code 15 · EIN 03-0215988 | Recordkeeping | $37,498 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $31,751 |
ADP BROKER-DEALER8+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,275 | $65,061+14.2% | $143,757-48.3% | $66,914+11.0% |
| Participation rate | 93.6% | 65.2%+28.4pp | 80.3%+13.3pp | 69.8%+23.8pp |
| Annual return | -14.63% | -11.14%-3.5pp | -0.04%-14.6pp | 1.58%-16.2pp |
| Employer contribution / active EE | $1,856 | $2,361-21.4% | $4,951-62.5% | $2,544-27.1% |
| Participant deferral / active EE | $6,721 | $2,919+130.3% | $5,637+19.2% | $4,237+58.6% |
| Admin fee / account holder | $282 | $502-43.9% | $14,673-98.1% | $593-52.5% |