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 | Recordkeeping fees; Recordkeeping and... | $71,169 |
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 | $21,392 | $47,078-54.6% | $100,671-78.8% | $55,191-61.2% |
| Participation rate | 94.4% | 58.0%+36.4pp | 70.7%+23.7pp | 69.2%+25.3pp |
| Annual return | 1.01% | 0.65%+0.4pp | 20.43%-19.4pp | 10.78%-9.8pp |
| Employer contribution / active EE | $3,445 | $1,065+223.3% | $4,012-14.1% | $1,899+81.5% |
| Participant deferral / active EE | $0 | $2,038-100.0% | $3,144-100.0% | $3,046-100.0% |
| Admin fee / account holder | $67 | $153-56.2% | $4,850-98.6% | $91-26.0% |