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, LLC2 years Service code 15 · EIN 82-4086794 | Recordkeeping | $5,499 |
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 | $230,212 | $58,879+291.0% | $178,490+29.0% | $73,488+213.3% |
| Participation rate | 94.3% | 66.2%+28.1pp | 81.9%+12.4pp | 70.7%+23.7pp |
| Annual return | 11.64% | 24.86%-13.2pp | 151.07%-139.4pp | 28.51%-16.9pp |
| Employer contribution / active EE | $7,579 | $2,236+238.9% | $5,011+51.3% | $2,270+233.9% |
| Participant deferral / active EE | $5,556 | $2,567+116.4% | $5,202+6.8% | $3,740+48.6% |
| Admin fee / account holder | $30 | $400-92.5% | $13,984-99.8% | $513-94.1% |