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 |
|---|---|---|
KT ADMINISTRATORS, LLC6 years Service code 15 · EIN 82-4086794 | Recordkeeping | $20,494 |
Filed as: AMERIPRISE FINANCIAL Service code 26 · EIN 13-3180631 | Advisory (Participants) | $15,144 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $73,101 | $59,402+23.1% | $93,654-21.9% | $74,546-1.9% |
| Participation rate | 65.8% | 59.7%+6.2pp | 68.7%-2.9pp | 67.2%-1.4pp |
| Annual return | 11.54% | 81.86%-70.3pp | 133.34%-121.8pp | 1366.03%-1354.5pp |
| Employer contribution / active EE | $835 | $1,265-34.0% | $2,421-65.5% | $2,624-68.2% |
| Participant deferral / active EE | $2,799 | $3,049-8.2% | $4,413-36.6% | $4,347-35.6% |
| Admin fee / account holder | $219 | $3,023-92.7% | $8,282-97.4% | $1,944-88.7% |