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 | $17,968 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $15,303 |
Filed as: KDP RETIREMENT PLAN SERVICES, LLC Service code 15 · EIN 38-3478073 3060 LAKE EASTBROOK BLVD SE · GRAND RAPIDS, MI 49512 | Recordkeeping | $2,850 |
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 | $19,611 | $59,417-67.0% | $93,606-79.0% | $74,495-73.7% |
| Participation rate | 86.9% | 59.7%+27.2pp | 68.7%+18.1pp | 67.2%+19.7pp |
| Annual return | 13.40% | 81.83%-68.4pp | 133.20%-119.8pp | 1364.94%-1351.5pp |
| Employer contribution / active EE | $1,161 | $1,264-8.1% | $2,420-52.0% | $2,623-55.7% |
| Participant deferral / active EE | $3,668 | $3,050+20.3% | $4,411-16.8% | $4,346-15.6% |
| Admin fee / account holder | $167 | $3,021-94.5% | $8,285-98.0% | $1,942-91.4% |