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 1809 24TH STREET · GREAT BEND, KS 67530 | Recordkeeping fees; Participant loan ... | $7,713 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,380 | $48,364-28.9% | $71,796-52.1% | $62,891-45.3% |
| Participation rate | 80.6% | 60.6%+20.0pp | 69.1%+11.5pp | 69.3%+11.3pp |
| Annual return | 8.08% | 13.16%-5.1pp | 78.04%-70.0pp | 20.14%-12.1pp |
| Employer contribution / active EE | $837 | $1,042-19.7% | $1,924-56.5% | $2,281-63.3% |
| Participant deferral / active EE | $1,036 | $2,091-50.5% | $2,794-62.9% | $3,203-67.7% |
| Admin fee / account holder | $10 | $3,771-99.7% | $4,815-99.8% | $4,296-99.8% |