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, LLC1+ years Filed as: KT ADMINISTRATORS, INC. Service code 15 · EIN 23-2218197 | Recordkeeping | $31,373 |
JONATHAN G. FURLOW, CPA1+ years Service code 10 · EIN 22-3513000 | Accounting | $12,375 |
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 | $41,150 | $33,745+21.9% | $64,105-35.8% | $55,191-25.4% |
| Participation rate | 89.0% | 59.4%+29.6pp | 68.2%+20.8pp | 69.2%+19.8pp |
| Annual return | 1.36% | 4.95%-3.6pp | 791.24%-789.9pp | 10.78%-9.4pp |
| Employer contribution / active EE | $512 | $641-20.0% | $1,820-71.8% | $1,899-73.0% |
| Participant deferral / active EE | $1,465 | $1,929-24.1% | $2,822-48.1% | $3,046-51.9% |
| Admin fee / account holder | $104 | $94+10.6% | $4,499-97.7% | $91+14.9% |