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 | Participant loan processing; Recordke... | $19,008 |
INFINEX INVESTMENTS INC3 years Filed as: INFINEX INVESTMENTS, INC. Service code 27 289 N MAIN ST. · BARRE, VT 056414108 | Advisory (Plan) | $10,493 |
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 | $51,174 | $67,703-24.4% | $127,761-59.9% | $65,185-21.5% |
| Participation rate | 86.5% | 74.5%+12.0pp | 79.0%+7.5pp | 70.2%+16.3pp |
| Annual return | 20.66% | 24.36%-3.7pp | 26.14%-5.5pp | 29.38%-8.7pp |
| Employer contribution / active EE | $341 | $3,724-90.8% | $4,574-92.5% | $2,177-84.3% |
| Participant deferral / active EE | $2,127 | $4,787-55.6% | $6,021-64.7% | $3,514-39.5% |
| Admin fee / account holder | $335 | $618-45.8% | $9,395-96.4% | $847-60.4% |