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.3 years Filed as: TRG FIDUCIARY SERVICES Service code 27 · EIN 82-3095168 | Advisory (Plan) | $19,178 |
Service code 10 · EIN 16-1468002 | Accounting | $8,500 |
Service code 15 · EIN 45-3210377 | Recordkeeping | $8,294 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,762 | $65,061+38.0% | $143,757-37.6% | $66,914+34.1% |
| Participation rate | 45.1% | 65.2%-20.1pp | 80.3%-35.2pp | 69.8%-24.7pp |
| Annual return | -16.85% | -11.14%-5.7pp | -0.04%-16.8pp | 1.58%-18.4pp |
| Employer contribution / active EE | $0 | $2,361-100.0% | $4,951-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $5,330 | $2,919+82.6% | $5,637-5.4% | $4,237+25.8% |
| Admin fee / account holder | $543 | $502+8.2% | $14,673-96.3% | $593-8.5% |