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 | $16,248 |
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 | $4,018 | $47,126-91.5% | $149,673-97.3% | $74,419-94.6% |
| Participation rate | 88.8% | 63.4%+25.4pp | 78.8%+10.0pp | 70.7%+18.1pp |
| Annual return | 33.05% | 22.75%+10.3pp | 134.42%-101.4pp | 34.38%-1.3pp |
| Employer contribution / active EE | $627 | $1,905-67.1% | $4,818-87.0% | $2,637-76.2% |
| Participant deferral / active EE | $2,517 | $2,728-7.7% | $5,680-55.7% | $4,528-44.4% |
| Admin fee / account holder | $43 | $343-87.4% | $13,210-99.7% | $348-87.6% |