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 8-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 | Participant loan processing; Recordke... | $15,740 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $21,272 | $46,173-53.9% | $170,442-87.5% | $69,631-69.5% |
| Participation rate | 33.1% | 63.9%-30.8pp | 83.6%-50.5pp | 70.7%-37.6pp |
| Annual return | 16.13% | 21.62%-5.5pp | 205.93%-189.8pp | 27571.02%-27554.9pp |
| Employer contribution / active EE | $231 | $1,610-85.6% | $5,433-95.7% | $2,032-88.6% |
| Participant deferral / active EE | $906 | $2,080-56.4% | $4,939-81.7% | $3,224-71.9% |
| Admin fee / account holder | $53 | $116-54.7% | $13,880-99.6% | $110-52.4% |