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 LLC6+ years Service code 10 · EIN 34-1904516 3659 GREEN ROAD · BEACHWOOD, OH 44122 | Accounting | $9,500 |
APPLE GROWTH PARTNERS4 years Service code 10 · EIN 81-4504770 24500 CHAGRIN BLVD · BEACHWOOD, OH 44122 | Accounting | $6,600 |
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 | $26,647 | $70,908-62.4% | $98,907-73.1% | $73,488-63.7% |
| Participation rate | 100.0% | 73.8%+26.2pp | 76.0%+24.0pp | 70.7%+29.3pp |
| Annual return | 31.92% | 34.17%-2.2pp | 196.43%-164.5pp | 28.51%+3.4pp |
| Employer contribution / active EE | $0 | $2,036-100.0% | $2,689-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $677 | $3,500-80.6% | $4,244-84.0% | $3,740-81.9% |
| Admin fee / account holder | $84 | $535-84.3% | $6,642-98.7% | $513-83.6% |