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, LLC5 years Service code 15 · EIN 82-4086794 | Recordkeeping | $11,200 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $239,997 | $61,272+291.7% | $149,673+60.3% | $71,457+235.9% |
| Participation rate | 91.4% | 62.5%+28.9pp | 78.8%+12.6pp | 67.9%+23.5pp |
| Annual return | 16.26% | 35.85%-19.6pp | 134.42%-118.2pp | 28.85%-12.6pp |
| Employer contribution / active EE | $8,433 | $2,378+254.6% | $4,818+75.0% | $2,588+225.9% |
| Participant deferral / active EE | $6,827 | $2,917+134.0% | $5,680+20.2% | $4,289+59.2% |
| Admin fee / account holder | $57 | $1,261-95.5% | $13,210-99.6% | $1,587-96.4% |