See peer percentile detail. $4.99 for your first month.
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Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
KLINE KEPPEL & KORYAK PC4 years Service code 13 | Contract Administrator | $10,000 |
Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,841 |
KLINE KEPPEL & KORYAK PC4 years Filed as: KLINE KEPPEL & KORYAK Service code 13 611 WILLIAM PENN PL STE 302 · PITTSBURGH, PA 15219 | Contract Administrator | $1,750 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,297 |
Filed as: MERRILL LYNCH LIFE AGENCY INC Service code 55 | Other Commissions | $777 |
Filed as: MERRILL LYNCH LIFE INSURANCE AGENCY Service code 55 1215 4TH AVE 26TH FL · SEATTLE, WA 98161 | Other Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,155 | $79,519-15.5% | $95,952-30.0% | $73,409-8.5% |
| Participation rate | 63.8% | 81.2%-17.4pp | 77.1%-13.3pp | 72.2%-8.4pp |
| Annual return | 13.96% | 19.20%-5.2pp | 91.61%-77.7pp | 59.29%-45.3pp |
| Employer contribution / active EE | $0 | $2,048-100.0% | $2,541-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $3,653 | $4,138-11.7% | $4,167-12.3% | $3,805-4.0% |
| Admin fee / account holder | $19 | $184-89.7% | $6,795-99.7% | $158-88.0% |