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 | Contract Administrator | $4,010 |
Filed as: KRAVITZ LLC Service code 13 · EIN 82-3719843 16030 VENTURA BLVD, STE 200 · ENCINO, CA 91436 | Contract Administrator | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $7,474 | $95,542-92.2% | $69,455-89.2% | $67,579-88.9% |
| Participation rate | 58.6% | 79.4%-20.8pp | 74.6%-16.0pp | 71.3%-12.7pp |
| Annual return | 31.27% | 17.67%+13.6pp | 28.97%+2.3pp | 378.56%-347.3pp |
| Employer contribution / active EE | $177 | $2,989-94.1% | $2,779-93.6% | $2,148-91.7% |
| Participant deferral / active EE | $1,594 | $3,263-51.2% | $3,535-54.9% | $3,539-55.0% |
| Admin fee / account holder | $77 | $90-14.0% | $3,839-98.0% | $142-45.7% |