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 |
|---|---|---|
Filed as: KRAVITZ, INC. Service code 15 15760 VENTURA BLVD. · ENCINO, CA 91436 | Recordkeeping | $21,391 |
MORTON CAPITAL MANAGEMENT1+ years Service code 27 · EIN 95-3759138 | Advisory (Plan) | $21,377 |
NATIONWIDE1+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $10,036 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $23,197 | $37,117-37.5% | $147,614-84.3% | $55,191-58.0% |
| Participation rate | 36.7% | 63.6%-27.0pp | 84.6%-48.0pp | 69.2%-32.5pp |
| Annual return | -1.62% | 3.44%-5.1pp | 61.98%-63.6pp | 10.78%-12.4pp |
| Employer contribution / active EE | $454 | $1,620-72.0% | $5,564-91.8% | $1,899-76.1% |
| Participant deferral / active EE | $1,326 | $1,985-33.2% | $4,895-72.9% | $3,046-56.5% |
| Admin fee / account holder | $109 | $86+27.5% | $11,611-99.1% | $91+20.2% |