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, LLC2 years Service code 15 · EIN 82-4086794 | Recordkeeping | $37,129 |
JONATHAN G. FURLOW, CPA6+ years Service code 10 · EIN 22-3513000 | Accounting | $12,136 |
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 | $64,170 | $64,286-0.2% | $90,951-29.4% | $73,409-12.6% |
| Participation rate | 65.0% | 63.6%+1.4pp | 69.0%-4.0pp | 72.2%-7.2pp |
| Annual return | 16.54% | 21.45%-4.9pp | 134.60%-118.1pp | 59.29%-42.7pp |
| Employer contribution / active EE | $558 | $895-37.6% | $2,122-73.7% | $2,234-75.0% |
| Participant deferral / active EE | $1,896 | $2,453-22.7% | $3,373-43.8% | $3,805-50.2% |
| Admin fee / account holder | $116 | $287-59.6% | $5,959-98.1% | $158-26.6% |