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, LLC6 years Service code 15 · EIN 82-4086794 | Recordkeeping | $50,824 |
JONATHAN G. FURLOW, CPA10+ years Service code 10 · EIN 22-3513000 | Accounting | $13,500 |
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 | $79,416 | $54,193+46.5% | $93,606-15.2% | $77,643+2.3% |
| Participation rate | 58.1% | 63.9%-5.9pp | 68.7%-10.7pp | 70.6%-12.5pp |
| Annual return | 18.46% | 30.54%-12.1pp | 133.20%-114.7pp | 31.24%-12.8pp |
| Employer contribution / active EE | $617 | $1,168-47.1% | $2,420-74.5% | $2,726-77.4% |
| Participant deferral / active EE | $2,231 | $3,144-29.0% | $4,411-49.4% | $4,647-52.0% |
| Admin fee / account holder | $172 | $576-70.1% | $8,285-97.9% | $430-60.0% |