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, LLP3 years Service code 12 · EIN 20-0529591 | Direct payment from the plan; Claims ... | $7,031 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $151,478 | $91,407+65.7% | $135,903+11.5% | $71,457+112.0% |
| Participation rate | 69.1% | 75.7%-6.6pp | 81.9%-12.8pp | 67.9%+1.1pp |
| Annual return | 15.71% | 29.90%-14.2pp | 68.23%-52.5pp | 28.85%-13.1pp |
| Employer contribution / active EE | $1,219 | $3,703-67.1% | $4,856-74.9% | $2,588-52.9% |
| Participant deferral / active EE | $5,054 | $7,092-28.7% | $7,758-34.8% | $4,289+17.8% |
| Admin fee / account holder | $46 | $1,266-96.4% | $10,762-99.6% | $1,587-97.1% |