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 |
|---|---|---|
TPG CONSULTING, LLC1 year Service code 99 · EIN 47-1245673 | Other Fees | $10,000 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $19,668 | $62,267-68.4% | $110,238-82.2% | $55,725-64.7% |
| Participation rate | 74.5% | 78.1%-3.7pp | 79.8%-5.4pp | 70.9%+3.6pp |
| Annual return | -5.93% | -1.07%-4.9pp | 314.74%-320.7pp | 244.93%-250.9pp |
| Employer contribution / active EE | $1,321 | $1,941-32.0% | $3,826-65.5% | $2,078-36.5% |
| Participant deferral / active EE | $2,306 | $3,516-34.4% | $4,672-50.6% | $3,356-31.3% |
| Admin fee / account holder | $154 | $121+27.5% | $8,547-98.2% | $115+33.9% |