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 LLC4 years Service code 15 225 MAIN ST · SENECA, KS 66538 | Recordkeeping | $36,874 |
INVISOR SOLUTIONS LLC4 years Service code 13 225 MAIN ST · SENECA, KS 66538 | Contract Administrator | $16,574 |
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 | $62,334 | $91,407-31.8% | $135,903-54.1% | $71,457-12.8% |
| Participation rate | 97.6% | 75.7%+21.9pp | 81.9%+15.7pp | 67.9%+29.7pp |
| Annual return | 18.12% | 29.90%-11.8pp | 68.23%-50.1pp | 28.85%-10.7pp |
| Employer contribution / active EE | $1,922 | $3,703-48.1% | $4,856-60.4% | $2,588-25.7% |
| Participant deferral / active EE | $4,165 | $7,092-41.3% | $7,758-46.3% | $4,289-2.9% |
| Admin fee / account holder | $379 | $1,266-70.1% | $10,762-96.5% | $1,587-76.1% |