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 |
|---|---|---|
KINWELL LLC3 years Service code 28 · EIN 82-2977833 | Investment Management | $34,216 |
Service code 15 · EIN 36-4389114 | Recordkeeping | $8,676 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $98,808 | $91,190+8.4% | $178,490-44.6% | $79,858+23.7% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 54.37% | 24.19%+30.2pp | 151.07%-96.7pp | 31.71%+22.7pp |
| Employer contribution / active EE | $3,134 | $3,256-3.7% | $5,011-37.5% | $2,471+26.8% |
| Participant deferral / active EE | $5,198 | $3,236+60.6% | $5,202-0.1% | $3,740+39.0% |
| Admin fee / account holder | $298 | $6,751-95.6% | $13,984-97.9% | $5,306-94.4% |