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 |
|---|---|---|
Filed as: ALLEN GIBBS & HOULIK, LC Service code 15 301 N. MAIN · WICHITA, KS 67202 | Recordkeeping | $33,900 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,098 | $88,122-85.1% | $141,162-90.7% | $67,579-80.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 82.5%+17.5pp | 71.3%+28.7pp |
| Annual return | 33.72% | 75.40%-41.7pp | 71.39%-37.7pp | 378.56%-344.8pp |
| Employer contribution / active EE | $1,363 | $3,224-57.7% | $4,735-71.2% | $2,148-36.6% |
| Participant deferral / active EE | $0 | $5,958-100.0% | $6,709-100.0% | $3,539-100.0% |
| Admin fee / account holder | $122 | $131-7.2% | $10,261-98.8% | $142-14.6% |