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 13 · EIN 42-0127290 711 HIGH ST · DES MOINES, IA 50392 | Contract Administrator | $73,431 |
KANSAS CHAPTER NECA8+ years Service code 13 · EIN 48-0503980 810 W DOUGLAS, STE E · WICHITA, KS 67203 | Contract Administrator | $34,015 |
MORROW & CO., LLC2 years Filed as: MORROW & CO LLC Service code 10 · EIN 48-1142797 421 E 3RD ST N · WICHITA, KS 67202 | Accounting | $14,604 |
MCAFEE & TAFT7 years Service code 29 · EIN 73-0781676 211 N ROBINSON, STE 1000 · OKLAHOMA CITY, OK 73102 | Legal | $6,445 |
IMA WEALTH INC1 year Filed as: IMA WEALTH, INC Service code 49 · EIN 48-1233289 | Other Services | $6,131 |
Filed as: ALLEN BATES TECHNOLOGIES Service code 13 · EIN 32-1012319 | Contract Administrator | $2,480 |
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 | $91,085 | $64,119+42.1% | $112,228-18.8% | $66,914+36.1% |
| Participation rate | 99.1% | 68.5%+30.6pp | 75.1%+24.0pp | 69.8%+29.3pp |
| Annual return | -15.06% | -13.81%-1.2pp | 27.45%-42.5pp | 1.58%-16.6pp |
| Employer contribution / active EE | $6,919 | $3,005+130.2% | $3,635+90.4% | $2,544+171.9% |
| Participant deferral / active EE | $0 | $3,693-100.0% | $4,728-100.0% | $4,237-100.0% |
| Admin fee / account holder | $559 | $625-10.5% | $6,410-91.3% | $593-5.7% |