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 8-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 |
|---|---|---|
Filed as: BENEFIT PLAN ADMIN SERVICE LLC Service code 13 · EIN 16-1503696 | Contract Administrator | $47,917 |
KATHMERE CAPITAL MANAGEMENT2 years Filed as: KATHMERE CAPITAL MANAGERMENT LLC Service code 26 1000 CONTINENTAL DRIVE · KING OF PRUSSIA, PA 19406 | Advisory (Participants) | $7,622 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,763 | $45,068-87.2% | $67,221-91.4% | $73,409-92.1% |
| Participation rate | 52.7% | 75.3%-22.7pp | 79.4%-26.7pp | 72.2%-19.5pp |
| Annual return | 8.70% | 16.15%-7.4pp | 20.72%-12.0pp | 59.29%-50.6pp |
| Employer contribution / active EE | $873 | $2,041-57.2% | $3,723-76.6% | $2,234-60.9% |
| Participant deferral / active EE | $154 | $2,660-94.2% | $4,384-96.5% | $3,805-96.0% |
| Admin fee / account holder | $156 | $111+40.2% | $5,844-97.3% | $158-1.5% |