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 |
|---|---|---|
Service code 15 1011 POYNTZ AVEUNE · MANHATTAN, KS 66502 | Recordkeeping | $19,348 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $47,432 | $64,119-26.0% | $112,228-57.7% | $66,914-29.1% |
| Participation rate | 53.5% | 68.5%-15.0pp | 75.1%-21.6pp | 69.8%-16.3pp |
| Annual return | -15.78% | -13.81%-2.0pp | 27.45%-43.2pp | 1.58%-17.4pp |
| Employer contribution / active EE | $869 | $3,005-71.1% | $3,635-76.1% | $2,544-65.8% |
| Participant deferral / active EE | $2,066 | $3,693-44.0% | $4,728-56.3% | $4,237-51.2% |
| Admin fee / account holder | $329 | $625-47.3% | $6,410-94.9% | $593-44.5% |