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 27 2900 SW MACVICAR AVE · TOPEKA, KS 666111710 | Advisory (Plan) | $12,626 |
ASCENSUS LLC1 year Service code 33 · EIN 11-3665754 | Sub-transfer agency fees; Direct paym... | $12,094 |
UNITED OF OMAHA4 years Service code 37 · EIN 47-0322111 | Loan Processing | $1,350 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,736 | $82,972+10.6% | $103,374-11.3% | $77,671+18.1% |
| Participation rate | 56.1% | 71.5%-15.4pp | 74.5%-18.4pp | 70.6%-14.5pp |
| Annual return | 13.92% | 19.14%-5.2pp | 24.89%-11.0pp | 31.21%-17.3pp |
| Employer contribution / active EE | $2,738 | $3,554-23.0% | $3,869-29.2% | $2,726+0.4% |
| Participant deferral / active EE | $3,676 | $4,108-10.5% | $5,058-27.3% | $4,648-20.9% |
| Admin fee / account holder | $155 | $639-75.8% | $8,394-98.2% | $430-64.0% |