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 8-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 |
|---|---|---|
Filed as: KRAVITZ, INC. Service code 11 · EIN 95-3207191 | Actuarial | $39,237 |
KPLANS, INC.1 year Filed as: KPLANS Service code 27 27240 TURNBERRY LANE SUITE 200 · VALENCIA, CA 91355 | Advisory (Plan) | $23,973 |
CHARLES SCHWAB & CO., INC.3+ years Service code 15 · EIN 94-1737782 | Recordkeeping | $5,265 |
See 1 actuary disclosure. $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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $0 | $1,723,788-100.0% | $198,173-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.0%-42.0pp | 1.9%-1.9pp |
| Annual return | 4.63% | 12.40%-7.8pp | 10.16%-5.5pp | 23.90%-19.3pp |
| Employer contribution / active EE | $3,597 | $8,748-58.9% | $33,192-89.2% | $16,539-78.3% |
| Participant deferral / active EE | $0 | $217-100.0% | $66-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $7,531-100.0% | $18,975-100.0% |