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, LLC3+ years Filed as: KT ADMINISTRATORS, INC. Service code 15 · EIN 23-2218197 | Recordkeeping | $31,532 |
JONATHAN G. FURLOW, CPA3+ years Service code 10 · EIN 22-3513000 | Accounting | $12,881 |
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 | $49,558 | $48,064+3.1% | $78,778-37.1% | $69,631-28.8% |
| Participation rate | 73.1% | 61.6%+11.6pp | 69.2%+3.9pp | 70.7%+2.5pp |
| Annual return | 17.90% | 21.81%-3.9pp | 35.62%-17.7pp | 27571.02%-27553.1pp |
| Employer contribution / active EE | $453 | $744-39.1% | $1,986-77.2% | $2,032-77.7% |
| Participant deferral / active EE | $1,429 | $2,079-31.3% | $2,958-51.7% | $3,224-55.7% |
| Admin fee / account holder | $106 | $152-30.0% | $5,134-97.9% | $110-3.7% |