See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
INVISOR FINANCIAL LLC5 years Service code 15 225 MAIN ST · SENECA, KS 66538 | Recordkeeping | $42,214 |
INVISOR SOLUTIONS LLC5 years Service code 13 225 MAIN ST · SENECA, KS 66538 | Contract Administrator | $18,657 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,523 | $101,317-29.4% | $146,958-51.3% | $74,495-4.0% |
| Participation rate | 95.7% | 75.5%+20.2pp | 82.2%+13.6pp | 67.2%+28.5pp |
| Annual return | 13.28% | 8730.91%-8717.6pp | 418.34%-405.1pp | 1364.94%-1351.7pp |
| Employer contribution / active EE | $2,161 | $3,810-43.3% | $4,933-56.2% | $2,623-17.6% |
| Participant deferral / active EE | $4,447 | $7,303-39.1% | $8,070-44.9% | $4,346+2.3% |
| Admin fee / account holder | $444 | $1,739-74.4% | $12,998-96.6% | $1,942-77.1% |