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 |
|---|---|---|
Service code 12 · EIN 48-1205033 1809 24TH STREET · GREAT BEND, KS 67530 | Sub-transfer agency fees; Direct paym... | $7,559 |
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 | $37,522 | $85,766-56.3% | $136,294-72.5% | $70,131-46.5% |
| Participation rate | 80.2% | 74.2%+6.1pp | 81.9%-1.7pp | 69.5%+10.7pp |
| Annual return | 15.78% | 31.45%-15.7pp | 5155.94%-5140.2pp | 73.14%-57.4pp |
| Employer contribution / active EE | $2,469 | $2,966-16.8% | $4,695-47.4% | $2,342+5.4% |
| Participant deferral / active EE | $4,562 | $5,051-9.7% | $6,247-27.0% | $3,332+36.9% |
| Admin fee / account holder | $0 | $5,420-100.0% | $9,243-100.0% | $4,645-100.0% |