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 Filed as: TCG ADVISORY SERVICES, LLC Service code 27 900 S. CAPITAL OF TX HWY · AUSTIN, TX 78746 | Advisory (Plan) | $26,850 |
EMPLOYEE BENEFITS GROUP, LLC9+ years Service code 13 · EIN 73-1554797 | Contract Administrator | $18,136 |
TBS AGENCY INC5 years Filed as: TBS AGENCY, INC. Service code 55 1776 PLEASANT PLAIN RD. · FAIRFIELD, IA 52556 | Other Commissions | $9,335 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 E. ORCHARD RD. · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $8,329 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,779 | $53,165-23.3% | $86,188-52.7% | $74,419-45.2% |
| Participation rate | 100.0% | 64.9%+35.1pp | 69.0%+31.0pp | 70.7%+29.3pp |
| Annual return | 18.66% | 22.64%-4.0pp | 1168.45%-1149.8pp | 34.38%-15.7pp |
| Employer contribution / active EE | $1,311 | $1,210+8.3% | $2,380-44.9% | $2,637-50.3% |
| Participant deferral / active EE | $4,676 | $3,234+44.6% | $3,985+17.3% | $4,528+3.3% |
| Admin fee / account holder | $6 | $551-99.0% | $6,852-99.9% | $348-98.3% |