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 |
|---|---|---|
TCG GROUP HOLDINGS, LLP10+ years Filed as: TCG HOLDINGS Service code 12 · EIN 20-0529591 | Claims processing; Recordkeeping and ... | $84,859 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,467 | $122,239-51.4% | $184,203-67.7% | $74,495-20.2% |
| Participation rate | 62.0% | 85.5%-23.5pp | 86.8%-24.8pp | 67.2%-5.2pp |
| Annual return | 13.99% | 19.95%-6.0pp | 28.81%-14.8pp | 1364.94%-1351.0pp |
| Employer contribution / active EE | $2,377 | $4,537-47.6% | $6,427-63.0% | $2,623-9.4% |
| Participant deferral / active EE | $3,862 | $7,139-45.9% | $9,131-57.7% | $4,346-11.1% |
| Admin fee / account holder | $461 | $1,260-63.4% | $13,901-96.7% | $1,942-76.2% |