See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
KT ADMINISTRATORS, LLC6 years Service code 15 · EIN 82-4086794 | Recordkeeping | $18,970 |
COHEN & STEERS1 year Filed as: COHEN & STEERS CAPITAL MANAGEMENT Service code 72 · EIN 13-3353336 | Other investment fees and expenses | $0 |
SEI INVESTMENTS1 year Filed as: SEI TRUST COMPANY Service code 72 · EIN 06-1271230 | Other investment fees and expenses | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $240,119 | $55,415+333.3% | $155,509+54.4% | $74,495+222.3% |
| Participation rate | 92.8% | 61.9%+30.9pp | 78.2%+14.6pp | 67.2%+25.6pp |
| Annual return | 15.86% | 268.50%-252.6pp | 64.67%-48.8pp | 1364.94%-1349.1pp |
| Employer contribution / active EE | $7,909 | $2,267+248.8% | $4,672+69.3% | $2,623+201.5% |
| Participant deferral / active EE | $6,777 | $2,836+139.0% | $5,626+20.5% | $4,346+56.0% |
| Admin fee / account holder | $88 | $1,738-94.9% | $15,912-99.4% | $1,942-95.5% |