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 4-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 |
|---|---|---|
KATHMERE CAPITAL MANAGEMENT2+ years Service code 27 · EIN 81-1449683 | Advisory (Plan) | $31,543 |
THE VANGUARD GROUP, INC.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $17,917 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $188,863 | $130,194+45.1% | $169,993+11.1% | $71,457+164.3% |
| Participation rate | 92.0% | 86.1%+5.8pp | 87.0%+5.0pp | 67.9%+24.0pp |
| Annual return | 20.53% | 20.37%+0.2pp | 53.37%-32.8pp | 28.85%-8.3pp |
| Employer contribution / active EE | $12,954 | $4,381+195.7% | $6,785+90.9% | $2,588+400.6% |
| Participant deferral / active EE | $16,069 | $6,923+132.1% | $10,408+54.4% | $4,289+274.7% |
| Admin fee / account holder | $366 | $966-62.1% | $12,815-97.1% | $1,587-76.9% |