See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
TPG CONSULTING, LLC2 years 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 | $30,149 | $86,332-65.1% | $125,175-75.9% | $65,185-53.7% |
| Participation rate | 78.3% | 75.3%+3.0pp | 79.8%-1.5pp | 70.2%+8.1pp |
| Annual return | 23.93% | 27.43%-3.5pp | 43.79%-19.9pp | 29.38%-5.5pp |
| Employer contribution / active EE | $1,658 | $2,040-18.7% | $3,865-57.1% | $2,177-23.8% |
| Participant deferral / active EE | $2,839 | $3,537-19.7% | $4,937-42.5% | $3,514-19.2% |
| Admin fee / account holder | $255 | $609-58.1% | $9,702-97.4% | $847-69.9% |