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, LLP8+ years Filed as: TCG HOLDINGS Service code 12 · EIN 20-0529591 | Recordkeeping and information managem... | $75,784 |
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 | $54,013 | $102,553-47.3% | $151,611-64.4% | $66,914-19.3% |
| Participation rate | 61.2% | 85.5%-24.3pp | 87.5%-26.3pp | 69.8%-8.6pp |
| Annual return | -14.04% | -10.82%-3.2pp | 3.33%-17.4pp | 1.58%-15.6pp |
| Employer contribution / active EE | $1,771 | $4,180-57.6% | $6,166-71.3% | $2,544-30.4% |
| Participant deferral / active EE | $2,892 | $6,641-56.4% | $8,363-65.4% | $4,237-31.7% |
| Admin fee / account holder | $438 | $630-30.4% | $11,616-96.2% | $593-26.2% |