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 | Sub-transfer agency fees; Recordkeepi... | $6,163 |
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.
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 | $39,494 | $42,546-7.2% | $71,796-45.0% | $55,167-28.4% |
| Participation rate | 42.1% | 59.1%-17.0pp | 69.1%-27.0pp | 69.0%-26.9pp |
| Annual return | 7.34% | 12.36%-5.0pp | 78.04%-70.7pp | 169.23%-161.9pp |
| Employer contribution / active EE | $81 | $803-89.9% | $1,924-95.8% | $1,963-95.9% |
| Participant deferral / active EE | $1,174 | $2,064-43.1% | $2,794-58.0% | $3,054-61.6% |
| Admin fee / account holder | $4 | $650-99.4% | $4,815-99.9% | $504-99.3% |