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 LLC3 years Service code 27 · EIN 27-4355716 | Advisory (Plan) | $29,675 |
THE VANGUARD GROUP, INC.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $14,761 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,329 | $50,458-75.6% | $159,960-92.3% | $64,808-81.0% |
| Participation rate | 87.9% | 68.0%+19.8pp | 78.0%+9.9pp | 71.5%+16.4pp |
| Annual return | 51.38% | -13.42%+64.8pp | 408.60%-357.2pp | 32.82%+18.6pp |
| Employer contribution / active EE | $2,536 | $1,722+47.3% | $4,226-40.0% | $2,506+1.2% |
| Participant deferral / active EE | $4,350 | $4,004+8.7% | $6,182-29.6% | $4,310+0.9% |
| Admin fee / account holder | $64 | $706-90.9% | $8,698-99.3% | $188-65.7% |