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 |
|---|---|---|
D'AMORE TATMAN GROUP LLC5+ years Service code 10 · EIN 34-1904516 3659 GREEN ROAD · BEACHWOOD, OH 44122 | Accounting | $8,750 |
APPLE GROWTH PARTNERS3 years Service code 10 · EIN 81-4504770 24500 CHAGRIN BLVD · BEACHWOOD, OH 44122 | Accounting | $7,250 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $18,718 | $66,310-71.8% | $93,606-80.0% | $65,185-71.3% |
| Participation rate | 100.0% | 74.0%+26.0pp | 75.8%+24.2pp | 70.2%+29.8pp |
| Annual return | 23.19% | 42.58%-19.4pp | 32.76%-9.6pp | 29.38%-6.2pp |
| Employer contribution / active EE | $0 | $2,012-100.0% | $2,718-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $698 | $3,342-79.1% | $4,069-82.8% | $3,514-80.1% |
| Admin fee / account holder | $80 | $6,897-98.8% | $7,888-99.0% | $847-90.6% |