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 |
|---|---|---|
KT ADMINISTRATORS, LLC1 year Service code 10 · EIN 82-4086794 | Accounting | $9,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $10,254 | $62,928-83.7% | $172,739-94.1% | $67,579-84.8% |
| Participation rate | 48.0% | 64.5%-16.5pp | 82.6%-34.7pp | 71.3%-23.3pp |
| Annual return | 22.45% | 30.36%-7.9pp | 802.84%-780.4pp | 378.56%-356.1pp |
| Employer contribution / active EE | $552 | $1,636-66.3% | $5,143-89.3% | $2,148-74.3% |
| Participant deferral / active EE | $782 | $2,145-63.5% | $5,198-85.0% | $3,539-77.9% |
| Admin fee / account holder | $18 | $167-89.2% | $13,954-99.9% | $142-87.4% |