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 |
|---|---|---|
KLK CAPITAL MANAGEMENT LLC1+ years Service code 27 · EIN 46-5097983 | Advisory (Plan) | $7,374 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $1,420 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,839 | $74,089-53.0% | $133,980-74.0% | $55,167-36.8% |
| Participation rate | 83.2% | 84.3%-1.1pp | 87.1%-3.9pp | 69.0%+14.2pp |
| Annual return | 27.57% | 12.11%+15.5pp | 29.30%-1.7pp | 169.23%-141.7pp |
| Employer contribution / active EE | $3,126 | $3,064+2.0% | $5,211-40.0% | $1,963+59.3% |
| Participant deferral / active EE | $5,110 | $4,678+9.2% | $6,282-18.7% | $3,054+67.3% |
| Admin fee / account holder | $132 | $458-71.1% | $9,324-98.6% | $504-73.7% |