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 ADVISORS, INC.1 year Service code 27 · EIN 82-3871756 | Advisory (Plan) | $14,691 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,675 | $55,415+60.0% | $155,509-43.0% | $74,495+19.0% |
| Participation rate | 98.0% | 61.9%+36.1pp | 78.2%+19.8pp | 67.2%+30.8pp |
| Annual return | 11.87% | 268.50%-256.6pp | 64.67%-52.8pp | 1364.94%-1353.1pp |
| Employer contribution / active EE | $1,242 | $2,267-45.2% | $4,672-73.4% | $2,623-52.7% |
| Participant deferral / active EE | $2,888 | $2,836+1.8% | $5,626-48.7% | $4,346-33.5% |
| Admin fee / account holder | $74 | $1,738-95.8% | $15,912-99.5% | $1,942-96.2% |