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 Filed as: TRG FIDUCIARY SERVICES Service code 27 · EIN 82-3095168 | Advisory (Plan) | $11,931 |
Service code 15 · EIN 45-3210377 | Recordkeeping | $6,753 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $84,652 | $58,879+43.8% | $178,490-52.6% | $73,488+15.2% |
| Participation rate | 46.2% | 66.2%-20.1pp | 81.9%-35.8pp | 70.7%-24.5pp |
| Annual return | 13.12% | 24.86%-11.7pp | 151.07%-138.0pp | 28.51%-15.4pp |
| Employer contribution / active EE | $0 | $2,236-100.0% | $5,011-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $5,160 | $2,567+101.0% | $5,202-0.8% | $3,740+38.0% |
| Admin fee / account holder | $301 | $400-24.8% | $13,984-97.8% | $513-41.3% |