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 15 · EIN 82-4086794 | Recordkeeping | $4,025 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $199,821 | $52,953+277.4% | $172,739+15.7% | $65,185+206.5% |
| Participation rate | 94.2% | 66.2%+28.0pp | 82.6%+11.5pp | 70.2%+24.0pp |
| Annual return | 21.68% | 30.12%-8.4pp | 802.84%-781.2pp | 29.38%-7.7pp |
| Employer contribution / active EE | $7,389 | $2,190+237.4% | $5,143+43.7% | $2,177+239.5% |
| Participant deferral / active EE | $5,574 | $2,471+125.6% | $5,198+7.2% | $3,514+58.6% |
| Admin fee / account holder | $22 | $472-95.4% | $13,954-99.8% | $847-97.4% |