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 LLC8+ years Service code 10 · EIN 34-1904516 3659 GREEN ROAD · BEACHWOOD, OH 44122 | Accounting | $10,300 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,147 | $72,607-64.0% | $90,749-71.2% | $66,914-60.9% |
| Participation rate | 100.0% | 73.7%+26.3pp | 75.7%+24.3pp | 69.8%+30.2pp |
| Annual return | -26.81% | -12.28%-14.5pp | -12.16%-14.6pp | 1.58%-28.4pp |
| Employer contribution / active EE | $1,417 | $2,369-40.2% | $2,921-51.5% | $2,544-44.3% |
| Participant deferral / active EE | $738 | $3,977-81.5% | $4,564-83.8% | $4,237-82.6% |
| Admin fee / account holder | $56 | $707-92.1% | $8,445-99.3% | $593-90.6% |