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 | Claims processing; Participant loan p... | $3,100 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $13,241 | $46,732-71.7% | $156,549-91.5% | $55,167-76.0% |
| Participation rate | 44.2% | 65.8%-21.6pp | 84.0%-39.8pp | 69.0%-24.8pp |
| Annual return | 5.02% | 17.72%-12.7pp | 32.23%-27.2pp | 169.23%-164.2pp |
| Employer contribution / active EE | $222 | $2,105-89.5% | $5,501-96.0% | $1,963-88.7% |
| Participant deferral / active EE | $759 | $2,204-65.6% | $4,871-84.4% | $3,054-75.1% |
| Admin fee / account holder | $39 | $418-90.6% | $13,027-99.7% | $504-92.2% |