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 |
|---|---|---|
KNW GROUP1 year Filed as: KNW Service code 27 · EIN 35-2552359 | Advisory (Plan) | $36,780 |
Service code 37 · EIN 04-2647786 | Loan Processing | $23,817 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,775 | $80,753-37.1% | $136,294-62.7% | $62,292-18.5% |
| Participation rate | 94.3% | 73.5%+20.8pp | 81.9%+12.4pp | 69.5%+24.8pp |
| Annual return | 19.83% | 35.83%-16.0pp | 5155.94%-5136.1pp | 28.90%-9.1pp |
| Employer contribution / active EE | $1,270 | $2,884-56.0% | $4,695-73.0% | $2,042-37.8% |
| Participant deferral / active EE | $4,445 | $5,164-13.9% | $6,247-28.9% | $3,169+40.2% |
| Admin fee / account holder | $283 | $525-46.1% | $9,243-96.9% | $479-40.9% |