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 |
|---|---|---|
TAMMA CAPITAL LLC1 year Service code 27 · EIN 27-4355716 | Advisory (Plan) | $12,048 |
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $3,410 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,094 | $62,132-85.4% | $185,823-95.1% | $73,488-87.6% |
| Participation rate | 91.1% | 67.8%+23.2pp | 78.0%+13.0pp | 70.7%+20.4pp |
| Annual return | 41.57% | 20.44%+21.1pp | 35.95%+5.6pp | 28.51%+13.1pp |
| Employer contribution / active EE | $1,771 | $1,681+5.4% | $4,087-56.7% | $2,270-22.0% |
| Participant deferral / active EE | $2,772 | $3,711-25.3% | $5,632-50.8% | $3,740-25.9% |
| Admin fee / account holder | $47 | $419-88.8% | $9,500-99.5% | $513-90.8% |