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 Filed as: KT ADMINISTRATORS, INC. Service code 15 · EIN 23-2218197 | Recordkeeping | $38,264 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $25,254 | $71,802-64.8% | $133,980-81.2% | $57,658-56.2% |
| Participation rate | 45.2% | 85.5%-40.3pp | 87.1%-41.9pp | 70.2%-25.1pp |
| Annual return | 18.07% | 13.51%+4.6pp | 29.30%-11.2pp | 5.13%+12.9pp |
| Employer contribution / active EE | $1,276 | $3,161-59.7% | $5,211-75.5% | $1,974-35.4% |
| Participant deferral / active EE | $2,395 | $4,606-48.0% | $6,282-61.9% | $3,061-21.8% |
| Admin fee / account holder | $85 | $88-3.2% | $9,324-99.1% | $95-10.3% |