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 |
|---|---|---|
ALLEN, GIBBS & HOULIK, L.C.1+ years Service code 15 301 N. MAIN, SUITE 1700 · WICHITA, KS 67202 | Recordkeeping | $11,589 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,971 | $46,732-40.1% | $156,549-82.1% | $55,167-49.3% |
| Participation rate | 51.9% | 65.8%-13.9pp | 84.0%-32.1pp | 69.0%-17.1pp |
| Annual return | 0.41% | 17.72%-17.3pp | 32.23%-31.8pp | 169.23%-168.8pp |
| Employer contribution / active EE | $0 | $2,105-100.0% | $5,501-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $993 | $2,204-54.9% | $4,871-79.6% | $3,054-67.5% |
| Admin fee / account holder | $164 | $418-60.7% | $13,027-98.7% | $504-67.4% |