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 9-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 |
|---|---|---|
TCG GROUP HOLDINGS, LLP1 year Service code 12 · EIN 20-0529591 | Participant loan processing; Recordke... | $24,487 |
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 | $25,676 | $91,517-71.9% | $101,248-74.6% | $73,409-65.0% |
| Participation rate | 86.4% | 73.8%+12.6pp | 75.8%+10.6pp | 72.2%+14.2pp |
| Annual return | 23.26% | 17.17%+6.1pp | 46.47%-23.2pp | 59.29%-36.0pp |
| Employer contribution / active EE | $2,361 | $2,877-17.9% | $3,660-35.5% | $2,234+5.7% |
| Participant deferral / active EE | $2,981 | $3,338-10.7% | $4,370-31.8% | $3,805-21.7% |
| Admin fee / account holder | $43 | $216-79.9% | $5,945-99.3% | $158-72.5% |