See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $39,375 |
KLK CAPITAL MANAGEMENT LLC7+ years Service code 27 · EIN 46-5097983 | Advisory (Plan) | $20,478 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,632 | $102,553-40.9% | $151,611-60.0% | $66,914-9.4% |
| Participation rate | 86.4% | 85.5%+0.9pp | 87.5%-1.1pp | 69.8%+16.6pp |
| Annual return | -15.48% | -10.82%-4.7pp | 3.33%-18.8pp | 1.58%-17.1pp |
| Employer contribution / active EE | $4,123 | $4,180-1.4% | $6,166-33.1% | $2,544+62.1% |
| Participant deferral / active EE | $7,237 | $6,641+9.0% | $8,363-13.5% | $4,237+70.8% |
| Admin fee / account holder | $254 | $630-59.7% | $11,616-97.8% | $593-57.2% |