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 |
|---|---|---|
KELLOGG AND KELLOGG, P.C.1+ years Filed as: KELLOG & KELLOG Service code 10 · EIN 75-2962352 7254 RIVER VALLEY CT · FORT WORTH, TX 76116 | Accounting | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,973 | $70,667-57.6% | $123,104-75.7% | $52,331-42.7% |
| Participation rate | 97.7% | 83.7%+14.0pp | 86.8%+10.9pp | 68.1%+29.6pp |
| Annual return | 8.22% | 6.23%+2.0pp | 13.22%-5.0pp | 4.54%+3.7pp |
| Employer contribution / active EE | $4,198 | $2,946+42.5% | $5,151-18.5% | $1,882+123.1% |
| Participant deferral / active EE | $0 | $4,493-100.0% | $6,230-100.0% | $3,022-100.0% |
| Admin fee / account holder | $67 | $506-86.7% | $9,015-99.3% | $592-88.6% |