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 LLC10+ years Service code 10 · EIN 34-1904516 3659 GREEN RD · BEACHWOOD, OH 44122 | Accounting | $11,500 |
COHEN & COMPANY1 year Service code 10 · EIN 34-1912961 1350 EUCLID AVENUE · CLEVELAND, OH 44115 | Accounting | $550 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,996 | $78,485-13.4% | $106,213-36.0% | $74,495-8.7% |
| Participation rate | 100.0% | 72.8%+27.2pp | 75.3%+24.7pp | 67.2%+32.8pp |
| Annual return | 53.00% | 15.95%+37.1pp | 116.14%-63.1pp | 1364.94%-1311.9pp |
| Employer contribution / active EE | $0 | $2,523-100.0% | $3,171-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $975 | $4,322-77.4% | $5,016-80.6% | $4,346-77.6% |
| Admin fee / account holder | $73 | $2,232-96.7% | $11,033-99.3% | $1,942-96.3% |