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, LLC1 year Filed as: KT ADMINISTRATORS LLC Service code 15 · EIN 82-4086794 | Recordkeeping | $51,240 |
SYM FINANCIAL CORPORATION10+ years Filed as: SYM FINANCIAL Service code 50 7030 POINTE INVERNESS WAY, STE. 100 · FORT WAYNE, IN 46804 | Direct Payment | $45,086 |
ASCENSUS LLC2 years Filed as: BADEN, GAGE & SCHROEDER,LLC Service code 10 · EIN 35-1939627 | Accounting | $10,500 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $27,683 | $88,890-68.9% | $102,423-73.0% | $77,643-64.3% |
| Participation rate | 85.5% | 80.9%+4.6pp | 76.5%+9.0pp | 70.6%+14.9pp |
| Annual return | 13.40% | 24.98%-11.6pp | 29.32%-15.9pp | 31.24%-17.8pp |
| Employer contribution / active EE | $1,115 | $2,698-58.7% | $3,023-63.1% | $2,726-59.1% |
| Participant deferral / active EE | $2,886 | $5,145-43.9% | $5,053-42.9% | $4,647-37.9% |
| Admin fee / account holder | $180 | $235-23.4% | $9,451-98.1% | $430-58.1% |