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 |
|---|---|---|
Service code 15 · EIN 13-3689044 230 W MONROE ST STE 1150 · CHICAGO, IL 60606 | Recordkeeping | $14,836 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $12,843 |
Filed as: KDP RETIREMENT PLAN SERVICES, LLC Service code 15 · EIN 38-3478073 3060 LAKE EASTBROOK BLVD SE · GRAND RAPIDS, MI 49512 | Recordkeeping | $3,217 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,356 | $54,701-70.1% | $86,188-81.0% | $71,457-77.1% |
| Participation rate | 89.5% | 60.1%+29.4pp | 69.0%+20.5pp | 67.9%+21.6pp |
| Annual return | 20.00% | 20.06%-0.1pp | 1168.45%-1148.4pp | 28.85%-8.8pp |
| Employer contribution / active EE | $1,353 | $1,265+6.9% | $2,380-43.2% | $2,588-47.7% |
| Participant deferral / active EE | $3,515 | $3,108+13.1% | $3,985-11.8% | $4,289-18.0% |
| Admin fee / account holder | $146 | $1,922-92.4% | $6,852-97.9% | $1,587-90.8% |