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 Service code 99 · EIN 03-0215988 | Other Fees | $45,695 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $35,227 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,309 | $55,415+68.4% | $155,509-40.0% | $74,495+25.3% |
| Participation rate | 96.1% | 61.9%+34.2pp | 78.2%+17.9pp | 67.2%+28.9pp |
| Annual return | 14.63% | 268.50%-253.9pp | 64.67%-50.0pp | 1364.94%-1350.3pp |
| Employer contribution / active EE | $2,124 | $2,267-6.3% | $4,672-54.6% | $2,623-19.0% |
| Participant deferral / active EE | $7,202 | $2,836+153.9% | $5,626+28.0% | $4,346+65.7% |
| Admin fee / account holder | $125 | $1,738-92.8% | $15,912-99.2% | $1,942-93.5% |