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 15 1011 POYNTZ AVE · MANHATTAN, KS 66502 | Recordkeeping | $53,941 |
NATIONWIDE9+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $37,099 |
KEATING & ASSOCIATES, INC.9+ years Service code 15 1011 POYNTZ AVE · MANHATTAN, KS 66502 | Recordkeeping | $35,154 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,157 | $47,126-16.9% | $149,673-73.8% | $74,419-47.4% |
| Participation rate | 83.5% | 63.4%+20.1pp | 78.8%+4.8pp | 70.7%+12.8pp |
| Annual return | 14.22% | 22.75%-8.5pp | 134.42%-120.2pp | 34.38%-20.2pp |
| Employer contribution / active EE | $2,032 | $1,905+6.6% | $4,818-57.8% | $2,637-23.0% |
| Participant deferral / active EE | $3,256 | $2,728+19.4% | $5,680-42.7% | $4,528-28.1% |
| Admin fee / account holder | $157 | $343-54.2% | $13,210-98.8% | $348-54.9% |