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 9-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 |
|---|---|---|
KFG ENTERPRISES INC1 year Filed as: KFG ENTERPRISES INC. Service code 53 · EIN 61-1383536 | Insurance Commissions | $5,982 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,792 | $61,156-46.4% | $185,823-82.4% | $79,386-58.7% |
| Participation rate | 50.0% | 66.6%-16.6pp | 81.7%-31.7pp | 70.7%-20.7pp |
| Annual return | 4.59% | 19.45%-14.9pp | 122.05%-117.5pp | 116.85%-112.3pp |
| Employer contribution / active EE | $436 | $2,321-81.2% | $5,167-91.6% | $2,427-82.0% |
| Participant deferral / active EE | $1,103 | $2,789-60.4% | $5,568-80.2% | $4,046-72.7% |
| Admin fee / account holder | $44 | $710-93.8% | $16,237-99.7% | $626-93.0% |