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 LLC5 years Service code 27 · EIN 27-4355716 | Advisory (Plan) | $92,381 |
THE VANGUARD GROUP, INC.6 years Service code 15 · EIN 23-1945930 | Recordkeeping | $7,500 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,412 | $62,624-56.2% | $177,989-84.6% | $77,643-64.7% |
| Participation rate | 91.9% | 66.8%+25.0pp | 77.1%+14.8pp | 70.6%+21.3pp |
| Annual return | 19.81% | 16.16%+3.7pp | 294.48%-274.7pp | 31.24%-11.4pp |
| Employer contribution / active EE | $2,751 | $1,909+44.1% | $3,949-30.3% | $2,726+0.9% |
| Participant deferral / active EE | $4,752 | $4,219+12.6% | $6,276-24.3% | $4,647+2.3% |
| Admin fee / account holder | $152 | $386-60.6% | $10,363-98.5% | $430-64.7% |