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, LLC4 years Service code 15 · EIN 82-4086794 | Recordkeeping | $44,474 |
JONATHAN G. FURLOW, CPA8+ 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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,374 | $42,353+40.2% | $79,550-25.4% | $64,808-8.4% |
| Participation rate | 60.7% | 64.8%-4.1pp | 69.5%-8.8pp | 71.5%-10.8pp |
| Annual return | -16.67% | -12.24%-4.4pp | 0.16%-16.8pp | 32.82%-49.5pp |
| Employer contribution / active EE | $578 | $1,181-51.0% | $2,413-76.1% | $2,506-76.9% |
| Participant deferral / active EE | $2,077 | $3,170-34.5% | $3,985-47.9% | $4,310-51.8% |
| Admin fee / account holder | $129 | $160-19.1% | $6,832-98.1% | $188-31.3% |