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 |
|---|---|---|
KATHMERE CAPITAL MANAGEMENT6 years Service code 26 · EIN 81-1449683 | Advisory (Participants) | $48,810 |
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $22,030 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,295 | $101,317-14.8% | $146,958-41.3% | $74,495+15.8% |
| Participation rate | 94.6% | 75.5%+19.1pp | 82.2%+12.5pp | 67.2%+27.4pp |
| Annual return | 15.48% | 8730.91%-8715.4pp | 418.34%-402.9pp | 1364.94%-1349.5pp |
| Employer contribution / active EE | $3,367 | $3,810-11.6% | $4,933-31.7% | $2,623+28.4% |
| Participant deferral / active EE | $9,863 | $7,303+35.1% | $8,070+22.2% | $4,346+127.0% |
| Admin fee / account holder | $258 | $1,739-85.2% | $12,998-98.0% | $1,942-86.7% |