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 |
|---|---|---|
TCG GROUP HOLDINGS, LLP1 year Service code 12 · EIN 20-0529591 | Recordkeeping fees; Sub-transfer agen... | $31,652 |
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 | $23,305 | $40,174-42.0% | $84,015-72.3% | $67,579-65.5% |
| Participation rate | 76.9% | 62.7%+14.2pp | 69.0%+7.9pp | 71.3%+5.6pp |
| Annual return | 107.04% | 25.82%+81.2pp | 71.31%+35.7pp | 378.56%-271.5pp |
| Employer contribution / active EE | $702 | $808-13.0% | $1,983-64.6% | $2,148-67.3% |
| Participant deferral / active EE | $1,636 | $2,301-28.9% | $3,239-49.5% | $3,539-53.8% |
| Admin fee / account holder | $130 | $128+1.1% | $6,101-97.9% | $142-8.8% |