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 LLC3+ years Service code 27 · EIN 46-5097983 | Advisory (Plan) | $19,530 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $1,993 |
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 | $42,114 | $79,523-47.0% | $140,016-69.9% | $56,287-25.2% |
| Participation rate | 88.1% | 85.7%+2.4pp | 87.5%+0.6pp | 69.9%+18.2pp |
| Annual return | -2.40% | 2.39%-4.8pp | 651.12%-653.5pp | -9.96%+7.6pp |
| Employer contribution / active EE | $3,193 | $3,350-4.7% | $5,606-43.0% | $2,111+51.2% |
| Participant deferral / active EE | $5,329 | $5,129+3.9% | $6,927-23.1% | $3,350+59.1% |
| Admin fee / account holder | $214 | $614-65.1% | $10,705-98.0% | $521-58.9% |