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 4-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: KTRADE Service code 15 · EIN 27-3169253 1500 N. OAK DRIVE · PLYMOUTH, IN 46563 | Recordkeeping | $6,305 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,894 | $46,292-95.9% | $143,757-98.7% | $64,808-97.1% |
| Participation rate | 96.6% | 64.2%+32.3pp | 80.3%+16.3pp | 71.5%+25.1pp |
| Annual return | 0.00% | -10.05%+10.0pp | -0.04%0pp | 32.82%-32.8pp |
| Employer contribution / active EE | $577 | $1,910-69.8% | $4,951-88.3% | $2,506-77.0% |
| Participant deferral / active EE | $2,231 | $2,646-15.7% | $5,637-60.4% | $4,310-48.2% |
| Admin fee / account holder | $19 | $154-87.8% | $14,673-99.9% | $188-90.0% |