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 |
|---|---|---|
Filed as: KRAVITZ INC. Service code 13 · EIN 95-3207191 16030 VENTURA BLVD, STE 200 · ENCINO, CA 91436 | Contract Administrator | $250 |
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.
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 | $943 | $67,166-98.6% | $57,343-98.4% | $55,191-98.3% |
| Participation rate | 68.9% | 77.7%-8.8pp | 75.1%-6.2pp | 69.2%-0.2pp |
| Annual return | 0.00% | 4.22%-4.2pp | 24.39%-24.4pp | 10.78%-10.8pp |
| Employer contribution / active EE | $0 | $2,812-100.0% | $2,689-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $698 | $2,835-75.4% | $3,162-77.9% | $3,046-77.1% |
| Admin fee / account holder | $0 | $44-100.0% | $3,356-100.0% | $91-100.0% |