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 MANAGEMENT2 years Service code 27 · EIN 81-1449683 | Advisory (Plan) | $31,832 |
THE VANGUARD GROUP, INC.5 years Service code 15 · EIN 23-1945930 | Recordkeeping | $8,232 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $142,185 | $80,731+76.1% | $103,374+37.5% | $74,546+90.7% |
| Participation rate | 98.3% | 65.7%+32.7pp | 74.5%+23.8pp | 67.2%+31.1pp |
| Annual return | 17.14% | 27.56%-10.4pp | 24.89%-7.7pp | 1366.03%-1348.9pp |
| Employer contribution / active EE | $2,974 | $3,158-5.8% | $3,869-23.1% | $2,624+13.3% |
| Participant deferral / active EE | $12,176 | $3,860+215.4% | $5,058+140.7% | $4,347+180.1% |
| Admin fee / account holder | $244 | $2,369-89.7% | $8,394-97.1% | $1,944-87.4% |