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, LLC4 years Service code 15 · EIN 82-4086794 | Recordkeeping | $5,750 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $201,339 | $65,061+209.5% | $143,757+40.1% | $66,914+200.9% |
| Participation rate | 91.3% | 65.2%+26.1pp | 80.3%+10.9pp | 69.8%+21.4pp |
| Annual return | -15.52% | -11.14%-4.4pp | -0.04%-15.5pp | 1.58%-17.1pp |
| Employer contribution / active EE | $8,295 | $2,361+251.4% | $4,951+67.5% | $2,544+226.0% |
| Participant deferral / active EE | $6,662 | $2,919+128.2% | $5,637+18.2% | $4,237+57.2% |
| Admin fee / account holder | $28 | $502-94.4% | $14,673-99.8% | $593-95.3% |