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: CMFG LIFE INSURANCE CO Service code 15 · EIN 39-0230590 | Recordkeeping | $9,037 |
QUALIFIED PLANS, LLC4 years Filed as: QUALIFIED PLAN CONSULTANTS, LLC Service code 17 · EIN 20-0223513 | Pension Consulting | $6,422 |
BRANDON KENISH3 years Filed as: BRANDON BUDD Service code 26 7101 COLLEGE BLVD STE 620 · OVERLAND PARK, KS 662109992 | Advisory (Participants) | $6,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,452 | $84,487-54.5% | $125,339-69.3% | $66,914-42.5% |
| Participation rate | 64.5% | 76.4%-11.9pp | 82.4%-17.9pp | 69.8%-5.3pp |
| Annual return | 13.52% | -8.39%+21.9pp | 572.05%-558.5pp | 1.58%+11.9pp |
| Employer contribution / active EE | $1,892 | $3,553-46.7% | $4,814-60.7% | $2,544-25.6% |
| Participant deferral / active EE | $3,890 | $6,781-42.6% | $7,446-47.8% | $4,237-8.2% |
| Admin fee / account holder | $279 | $685-59.3% | $10,010-97.2% | $593-53.0% |