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 MANAGEMENT7 years Filed as: KATHMERE CAPITAL MANAGEMENT LLC Service code 27 435 DEVON PARK DR STE 715 · WAYNE, PA 190871946 | Advisory (Plan) | $30,291 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $23,851 |
Service code 10 1011 CENTRE ROAD, SUITE 310 · WILMINGTON, DE 19805 | Accounting | $11,500 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,153 | $132,049-18.9% | $200,582-46.6% | $74,304+44.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 86.9%+13.1pp | 60.3%+39.7pp |
| Annual return | 13.66% | 22.22%-8.6pp | 42.33%-28.7pp | 29.43%-15.8pp |
| Employer contribution / active EE | $2,869 | $4,558-37.1% | $6,419-55.3% | $2,241+28.0% |
| Participant deferral / active EE | $4,758 | $7,213-34.0% | $9,331-49.0% | $3,767+26.3% |
| Admin fee / account holder | $367 | $2,405-84.7% | $16,305-97.8% | $2,969-87.6% |