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 INC2 years Filed as: KFG ENTERPRISES INC. Service code 53 · EIN 61-1383536 | Insurance Commissions | $7,363 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 62 · EIN 04-1590850 | Recordkeeping fees; Float revenue | $7,071 |
ACUFF & ASSOCIATES, INC.7+ years Service code 13 | Contract Administrator | $2,235 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,177 | $65,061-53.6% | $143,757-79.0% | $66,914-54.9% |
| Participation rate | 45.9% | 65.2%-19.3pp | 80.3%-34.4pp | 69.8%-23.9pp |
| Annual return | -19.04% | -11.14%-7.9pp | -0.04%-19.0pp | 1.58%-20.6pp |
| Employer contribution / active EE | $891 | $2,361-62.3% | $4,951-82.0% | $2,544-65.0% |
| Participant deferral / active EE | $2,536 | $2,919-13.1% | $5,637-55.0% | $4,237-40.1% |
| Admin fee / account holder | $94 | $502-81.2% | $14,673-99.4% | $593-84.1% |