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 | Float revenue; Sub-transfer agency fe... | $61,534 |
CROSSROADS FINANCIAL MANAGEMENT3+ years Service code 27 13715 W, 109TH STREET, SUITE 110 · LENEXA, KS 66215 | Advisory (Plan) | $42,854 |
Participant 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 | $20,936 | $62,267-66.4% | $110,238-81.0% | $55,725-62.4% |
| Participation rate | 86.8% | 78.1%+8.7pp | 79.8%+7.0pp | 70.9%+15.9pp |
| Annual return | 7.52% | -1.07%+8.6pp | 314.74%-307.2pp | 244.93%-237.4pp |
| Employer contribution / active EE | $921 | $1,941-52.6% | $3,826-75.9% | $2,078-55.7% |
| Participant deferral / active EE | $1,417 | $3,516-59.7% | $4,672-69.7% | $3,356-57.8% |
| Admin fee / account holder | $215 | $121+77.6% | $8,547-97.5% | $115+86.5% |