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 |
|---|---|---|
KANSAS CHAPTER NECA3+ years Service code 13 · EIN 48-0503980 608 W DOUGLAS · WICHITA, KS 67203 | Contract Administrator | $19,780 |
MORROW & CO., LLC3+ years Service code 10 · EIN 48-1142797 421 E 3RD ST N · WICHITA, KS 67202 | Accounting | $13,705 |
IMA WEALTH INC1 year Service code 49 | Other Services | $5,024 |
Service code 50 · EIN 42-0127290 711 HIGH ST · DES MOINES, IA 50392 | Direct Payment | $3,872 |
MCAFEE & TAFT2 years Service code 29 · EIN 73-0781676 211 N ROBINSON · OKLAHOMA CITY, OK 73102 | Legal | $2,092 |
IMA WEALTH INC1 year Filed as: IMA WEALTH Service code 49 · EIN 48-1233289 | Other Services | $0 |
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 | $70,293 | $58,726+19.7% | $92,233-23.8% | $62,292+12.8% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 16.19% | 43.62%-27.4pp | 176.28%-160.1pp | 28.90%-12.7pp |
| Employer contribution / active EE | $5,376 | $2,392+124.8% | $3,679+46.1% | $2,042+163.2% |
| Participant deferral / active EE | $0 | $2,766-100.0% | $3,897-100.0% | $3,169-100.0% |
| Admin fee / account holder | $204 | $556-63.3% | $5,194-96.1% | $479-57.4% |