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 15 4801 W 110TH STREET · OVERLAND PARK, KS 66211 | Recordkeeping | $1,845 |
AMERITAS LIFE INSURANCE CORP2+ years Service code 15 5900 O STREET · LINCOLN, NE 68510 | Recordkeeping | $0 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $16,829 | $42,772-60.7% | $87,507-80.8% | $55,167-69.5% |
| Participation rate | 61.9% | 66.5%-4.6pp | 73.8%-11.9pp | 69.0%-7.1pp |
| Annual return | 8.14% | 21.20%-13.1pp | 12.21%-4.1pp | 169.23%-161.1pp |
| Employer contribution / active EE | $204 | $1,277-84.0% | $2,550-92.0% | $1,963-89.6% |
| Participant deferral / active EE | $1,269 | $2,342-45.8% | $3,149-59.7% | $3,054-58.4% |
| Admin fee / account holder | $42 | $461-90.9% | $4,221-99.0% | $504-91.6% |