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, LLC3 years Service code 99 · EIN 47-1245673 | Other Fees | $10,000 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $32,607 | $78,419-58.4% | $133,956-75.7% | $73,409-55.6% |
| Participation rate | 77.4% | 78.6%-1.2pp | 79.8%-2.4pp | 72.2%+5.3pp |
| Annual return | 12.49% | 33.35%-20.9pp | 45.09%-32.6pp | 59.29%-46.8pp |
| Employer contribution / active EE | $1,529 | $2,044-25.2% | $3,919-61.0% | $2,234-31.6% |
| Participant deferral / active EE | $2,615 | $3,925-33.4% | $5,048-48.2% | $3,805-31.3% |
| Admin fee / account holder | $202 | $161+25.5% | $8,927-97.7% | $158+28.2% |