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 1809 24TH STREET · GREAT BEND, KS 67530 | Sub-transfer agency fees; Recordkeepi... | $18,218 |
INFINEX INVESTMENTS INC1 year Filed as: INFINEX INVESTMENTS, INC. Service code 27 538 PRESTON AVE · MERIDEN, CT 064504851 | Advisory (Plan) | $10,434 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $46,009 | $66,180-30.5% | $118,746-61.3% | $62,292-26.1% |
| Participation rate | 94.2% | 71.3%+22.9pp | 78.3%+15.9pp | 69.5%+24.7pp |
| Annual return | 16.95% | 60.89%-43.9pp | 24.54%-7.6pp | 28.90%-11.9pp |
| Employer contribution / active EE | $310 | $3,183-90.3% | $4,193-92.6% | $2,042-84.8% |
| Participant deferral / active EE | $1,984 | $4,247-53.3% | $5,332-62.8% | $3,169-37.4% |
| Admin fee / account holder | $326 | $753-56.7% | $10,720-97.0% | $479-32.0% |