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Unlock 10-year trajectory for $4.99 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 |
|---|---|---|
INVISOR FINANCIAL LLC1 year Service code 15 225 MAIN ST · SENECA, KS 66538 | Recordkeeping | $14,650 |
INVISOR SOLUTIONS LLC1 year Service code 13 225 MAIN ST · SENECA, KS 66538 | Contract Administrator | $7,129 |
NATIONWIDE10+ years Service code 64 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43251 | Recordkeeping Fees | $2,291 |
Service code 15 · EIN 20-5908296 | Recordkeeping | $1,976 |
KEATING & ASSOCIATES, INC.3 years Filed as: KEATING AND ASSOCIATES INC Service code 13 · EIN 48-0922953 1011 POYNTZ AVENUE · MANHATTAN, KS 66502 | Contract Administrator | $37 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,457 | $65,246-41.1% | $98,716-61.0% | $67,986-43.4% |
| Participation rate | 62.9% | 51.4%+11.4pp | 69.3%-6.4pp | 57.2%+5.6pp |
| Annual return | 11.51% | 20.58%-9.1pp | 31.81%-20.3pp | 31.67%-20.2pp |
| Employer contribution / active EE | $289 | $1,042-72.2% | $2,279-87.3% | $2,019-85.7% |
| Participant deferral / active EE | $1,560 | $2,594-39.9% | $4,048-61.5% | $3,358-53.5% |
| Admin fee / account holder | $202 | $4,561-95.6% | $8,703-97.7% | $3,203-93.7% |