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 |
|---|---|---|
Service code 15 · EIN 45-3210377 | Recordkeeping | $17,864 |
TRG ADVISORS, INC.5+ years Filed as: TRG ADVISORS Service code 27 · EIN 16-1533600 | Advisory (Plan) | $8,660 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,771 | $86,332+13.3% | $125,175-21.9% | $65,185+50.0% |
| Participation rate | 65.2% | 75.3%-10.1pp | 79.8%-14.5pp | 70.2%-5.0pp |
| Annual return | 18.96% | 27.43%-8.5pp | 43.79%-24.8pp | 29.38%-10.4pp |
| Employer contribution / active EE | $0 | $2,040-100.0% | $3,865-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $2,592 | $3,537-26.7% | $4,937-47.5% | $3,514-26.2% |
| Admin fee / account holder | $218 | $609-64.3% | $9,702-97.8% | $847-74.3% |