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 5-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 |
|---|---|---|
Filed as: BUKATY COMPANIES FINANCIAL SERVICES Service code 26 4860 COLLEGE BOULEVARD · OVERLAND PARK, KS 66211 | Advisory (Participants) | $14,623 |
NEWPORT GROUP, INC.5+ years Service code 13 · EIN 27-2037969 | Contract Administrator | $14,509 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,143 | $80,731-70.1% | $103,374-76.6% | $74,546-67.6% |
| Participation rate | 92.9% | 65.7%+27.3pp | 74.5%+18.4pp | 67.2%+25.7pp |
| Annual return | 31.93% | 27.56%+4.4pp | 24.89%+7.0pp | 1366.03%-1334.1pp |
| Employer contribution / active EE | $2,035 | $3,158-35.6% | $3,869-47.4% | $2,624-22.5% |
| Participant deferral / active EE | $3,502 | $3,860-9.3% | $5,058-30.8% | $4,347-19.5% |
| Admin fee / account holder | $201 | $2,369-91.5% | $8,394-97.6% | $1,944-89.7% |