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, LLC5 years Service code 15 · EIN 82-4086794 | Recordkeeping | $48,879 |
JONATHAN G. FURLOW, CPA9+ years Service code 10 · EIN 22-3513000 | Accounting | $16,190 |
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 | $66,978 | $53,165+26.0% | $86,188-22.3% | $74,419-10.0% |
| Participation rate | 59.8% | 64.9%-5.0pp | 69.0%-9.1pp | 70.7%-10.9pp |
| Annual return | 18.40% | 22.64%-4.2pp | 1168.45%-1150.1pp | 34.38%-16.0pp |
| Employer contribution / active EE | $591 | $1,210-51.1% | $2,380-75.2% | $2,637-77.6% |
| Participant deferral / active EE | $2,172 | $3,234-32.9% | $3,985-45.5% | $4,528-52.0% |
| Admin fee / account holder | $168 | $551-69.6% | $6,852-97.6% | $348-51.8% |