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.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: KATHMERE CAPITAL MANAGEMENT LLC Service code 27 435 DEVON PARK DR STE 715 · WAYNE, PA 190871946 | Advisory (Plan) | $6,872 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,701 | $50,815+27.3% | $155,509-58.4% | $77,643-16.7% |
| Participation rate | 56.0% | 63.1%-7.1pp | 78.2%-22.2pp | 70.6%-14.6pp |
| Annual return | 0.00% | 34.80%-34.8pp | 64.67%-64.7pp | 31.24%-31.2pp |
| Employer contribution / active EE | $598 | $1,993-70.0% | $4,672-87.2% | $2,726-78.1% |
| Participant deferral / active EE | $945 | $2,822-66.5% | $5,626-83.2% | $4,647-79.7% |
| Admin fee / account holder | $12 | $437-97.3% | $15,912-99.9% | $430-97.3% |