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 |
|---|---|---|
ALLEN, GIBBS & HOULIK, L.C.4 years Filed as: ALLEN GIBBS & HOULIK, LC Service code 15 301 N. MAIN · WICHITA, KS 67202 | Recordkeeping | $15,459 |
FCI ADVISORS2 years Service code 27 5901 COLLEGE BLVD · OVERLAND PARK, KS 66211 | Advisory (Plan) | $8,389 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,755 | $82,202-69.9% | $125,339-80.2% | $64,808-61.8% |
| Participation rate | 55.0% | 77.9%-22.8pp | 82.4%-27.3pp | 71.5%-16.4pp |
| Annual return | -7.13% | 3.48%-10.6pp | 572.05%-579.2pp | 32.82%-39.9pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $4,814-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $0 | $7,175-100.0% | $7,446-100.0% | $4,310-100.0% |
| Admin fee / account holder | $115 | $163-29.7% | $10,010-98.9% | $188-38.9% |