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 |
|---|---|---|
TAMMA CAPITAL LLC4 years Service code 27 · EIN 27-4355716 | Advisory (Plan) | $47,638 |
THE VANGUARD GROUP, INC.5 years Service code 15 · EIN 23-1945930 | Recordkeeping | $41,188 |
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 | $21,383 | $56,638-62.2% | $169,368-87.4% | $74,419-71.3% |
| Participation rate | 91.7% | 67.5%+24.2pp | 77.1%+14.6pp | 70.7%+21.0pp |
| Annual return | 35.56% | 24.75%+10.8pp | 405.60%-370.0pp | 34.38%+1.2pp |
| Employer contribution / active EE | $2,561 | $2,027+26.4% | $4,013-36.2% | $2,637-2.9% |
| Participant deferral / active EE | $4,414 | $4,223+4.5% | $6,221-29.1% | $4,528-2.5% |
| Admin fee / account holder | $144 | $307-53.1% | $9,003-98.4% | $348-58.7% |