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 year Service code 15 · EIN 82-4086794 | Recordkeeping | $32,714 |
JONATHAN G. FURLOW, CPA5+ years Service code 10 · EIN 22-3513000 | Accounting | $6,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $59,149 | $40,174+47.2% | $84,015-29.6% | $67,579-12.5% |
| Participation rate | 67.2% | 62.7%+4.5pp | 69.0%-1.8pp | 71.3%-4.0pp |
| Annual return | 22.54% | 25.82%-3.3pp | 71.31%-48.8pp | 378.56%-356.0pp |
| Employer contribution / active EE | $525 | $808-35.0% | $1,983-73.5% | $2,148-75.6% |
| Participant deferral / active EE | $1,767 | $2,301-23.2% | $3,239-45.4% | $3,539-50.1% |
| Admin fee / account holder | $92 | $128-28.0% | $6,101-98.5% | $142-35.1% |