See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
KT ADMINISTRATORS, LLC3 years Service code 15 · EIN 82-4086794 | Recordkeeping | $34,471 |
JONATHAN G. FURLOW, CPA7+ years Service code 10 · EIN 22-3513000 | Accounting | $5,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,129 | $50,956+37.6% | $96,562-27.4% | $86,799-19.2% |
| Participation rate | 62.5% | 65.2%-2.8pp | 69.8%-7.3pp | 72.3%-9.8pp |
| Annual return | 18.68% | 21.27%-2.6pp | 37.78%-19.1pp | 97.91%-79.2pp |
| Employer contribution / active EE | $738 | $1,111-33.6% | $2,356-68.7% | $2,405-69.3% |
| Participant deferral / active EE | $2,110 | $2,954-28.6% | $3,849-45.2% | $4,131-48.9% |
| Admin fee / account holder | $92 | $166-44.3% | $6,181-98.5% | $170-45.5% |