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 9-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 |
|---|---|---|
Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $24,892 |
KPLANS, INC.1+ years Service code 27 · EIN 95-4514127 | Advisory (Plan) | $12,234 |
Filed as: KRAVITZ, INC. Service code 13 · EIN 95-3207191 | Contract Administrator | $6,117 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $77,955 | $46,732+66.8% | $156,549-50.2% | $55,167+41.3% |
| Participation rate | 87.2% | 65.8%+21.4pp | 84.0%+3.2pp | 69.0%+18.2pp |
| Annual return | 2.45% | 17.72%-15.3pp | 32.23%-29.8pp | 169.23%-166.8pp |
| Employer contribution / active EE | $5,447 | $2,105+158.7% | $5,501-1.0% | $1,963+177.5% |
| Participant deferral / active EE | $3,181 | $2,204+44.3% | $4,871-34.7% | $3,054+4.2% |
| Admin fee / account holder | $266 | $418-36.4% | $13,027-98.0% | $504-47.2% |