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 |
|---|---|---|
BRANDON KENISH2 years Filed as: BRANDON BUDD Service code 26 7101 COLLEGE BLVD STE 620 · OVERLAND PARK, KS 662109992 | Advisory (Participants) | $13,989 |
QUALIFIED PLANS, LLC3 years Filed as: QUALIFIED PLAN CONSULTANTS, LLC Service code 17 · EIN 20-0223513 | Pension Consulting | $5,977 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,766 | $105,181-61.2% | $159,436-74.4% | $85,850-52.5% |
| Participation rate | 59.8% | 75.8%-16.0pp | 82.8%-23.1pp | 69.3%-9.5pp |
| Annual return | 0.78% | 45.07%-44.3pp | 263.57%-262.8pp | 318.53%-317.8pp |
| Employer contribution / active EE | $1,327 | $3,318-60.0% | $4,829-72.5% | $2,565-48.3% |
| Participant deferral / active EE | $2,761 | $5,945-53.6% | $7,352-62.4% | $3,952-30.1% |
| Admin fee / account holder | $381 | $6,933-94.5% | $10,799-96.5% | $6,260-93.9% |