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 LLC2+ years Service code 27 · EIN 46-5097983 | Advisory (Plan) | $11,819 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $1,680 |
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 | $46,332 | $89,739-48.4% | $149,718-69.1% | $62,292-25.6% |
| Participation rate | 81.4% | 85.1%-3.7pp | 87.1%-5.7pp | 69.5%+11.9pp |
| Annual return | 29.32% | 21.01%+8.3pp | 1501.63%-1472.3pp | 28.90%+0.4pp |
| Employer contribution / active EE | $3,263 | $3,233+0.9% | $5,445-40.1% | $2,042+59.8% |
| Participant deferral / active EE | $5,424 | $4,797+13.1% | $6,569-17.4% | $3,169+71.2% |
| Admin fee / account holder | $103 | $551-81.2% | $11,283-99.1% | $479-78.4% |