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 LLC3 years Service code 15 225 MAIN ST · SENECA, KS 66538 | Recordkeeping | $34,250 |
INVISOR SOLUTIONS LLC3 years Service code 15 225 MAIN ST · SENECA, KS 66538 | Recordkeeping | $16,087 |
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 | $55,263 | $84,487-34.6% | $125,339-55.9% | $66,914-17.4% |
| Participation rate | 93.9% | 76.4%+17.5pp | 82.4%+11.5pp | 69.8%+24.1pp |
| Annual return | -15.58% | -8.39%-7.2pp | 572.05%-587.6pp | 1.58%-17.2pp |
| Employer contribution / active EE | $2,080 | $3,553-41.5% | $4,814-56.8% | $2,544-18.2% |
| Participant deferral / active EE | $4,491 | $6,781-33.8% | $7,446-39.7% | $4,237+6.0% |
| Admin fee / account holder | $387 | $685-43.5% | $10,010-96.1% | $593-34.7% |