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 |
|---|---|---|
INTRUST BANK, N.A.8+ years Service code 15 · EIN 48-0477525 | Recordkeeping | $28,540 |
Filed as: BUKATY COMPANIES FINANCIAL SERVICES Service code 28 4860 COLLEGE BLVD STE 100 · OVERLAND PARK, KS 66211 | Investment Management | $9,750 |
Service code 27 11101 SWITZER RD STE 200 · OVERLAND PARK, KS 66210 | Advisory (Plan) | $9,746 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $8,415 |
Filed as: RESOURCES INVESTMENT ADVISORS, LLC Service code 28 4860 COLLEGE BLVD · OVERLAND PARK, KS 66211 | Investment Management | $891 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,768 | $72,254+14.6% | $86,677-4.5% | $64,808+27.7% |
| Participation rate | 87.1% | 80.4%+6.7pp | 76.6%+10.5pp | 71.5%+15.7pp |
| Annual return | -17.37% | 392.42%-409.8pp | 35.91%-53.3pp | 32.82%-50.2pp |
| Employer contribution / active EE | $2,637 | $2,393+10.2% | $2,836-7.0% | $2,506+5.2% |
| Participant deferral / active EE | $5,350 | $4,658+14.9% | $4,656+14.9% | $4,310+24.1% |
| Admin fee / account holder | $203 | $174+16.5% | $7,493-97.3% | $188+7.9% |