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 6-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 MANAGEMENT6+ years Filed as: KATHMERE CAPITAL MGMT LLC Service code 27 435 DEVON PARK DR STE 715 · WAYNE, PA 190871946 | Advisory (Plan) | $34,748 |
Filed as: EMPOWER ANNUITY INSURANCE CO OF AM Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $30,589 |
DCS RETIRE, INC.1 year Filed as: DCS RETIRE INC. Service code 13 225 E PARK AVE · LAKE WALES, FL 33853 | Contract Administrator | $11,648 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENNWOOD VILLAGE, CO 80111 | Investment Management | $7,981 |
DORSA CONSULTING SERVICES6+ years Filed as: DORSA CONSULTING SERVICES, INC Service code 13 | Contract Administrator | $5,000 |
DORSA CONSULTING SERVICES6+ years Service code 13 PO BOX 720159 · SANDY SPRINGS, GA 30358 | Contract Administrator | -$4,150 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return 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 | $0 | $101,499-100.0% | $147,005-100.0% | $74,546-100.0% |
| Participation rate | 73.8% | 75.5%-1.8pp | 82.2%-8.4pp | 67.2%+6.5pp |
| Annual return | -96.83% | 8732.34%-8829.2pp | 418.76%-515.6pp | 1366.03%-1462.9pp |
| Employer contribution / active EE | $903 | $3,811-76.3% | $4,934-81.7% | $2,624-65.6% |
| Participant deferral / active EE | $7,447 | $7,304+2.0% | $8,070-7.7% | $4,347+71.3% |
| Admin fee / account holder | $385 | $1,748-78.0% | $13,006-97.0% | $1,944-80.2% |