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, LLP2 years Service code 12 · EIN 20-0529591 | Recordkeeping fees; Float revenue; Di... | $4,335 |
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 | $28,178 | $78,275-64.0% | $109,143-74.2% | $86,799-67.5% |
| Participation rate | 87.9% | 73.8%+14.1pp | 75.9%+12.0pp | 72.3%+15.6pp |
| Annual return | 14.51% | 19.14%-4.6pp | 25.75%-11.2pp | 97.91%-83.4pp |
| Employer contribution / active EE | $2,641 | $3,105-14.9% | $3,722-29.0% | $2,405+9.8% |
| Participant deferral / active EE | $3,344 | $3,641-8.2% | $4,653-28.1% | $4,131-19.1% |
| Admin fee / account holder | $7 | $198-96.7% | $6,752-99.9% | $170-96.1% |