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 |
|---|---|---|
EMPRISE BANK3+ years Service code 21 257 N BROADWAY, SUITE 500 · WICHITA, KS 67202 | Bank Trustee | $77,499 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $170,247 | $80,753+110.8% | $136,294+24.9% | $62,292+173.3% |
| Participation rate | 100.0% | 73.5%+26.5pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 17.04% | 35.83%-18.8pp | 5155.94%-5138.9pp | 28.90%-11.9pp |
| Employer contribution / active EE | $8,463 | $2,884+193.5% | $4,695+80.2% | $2,042+314.4% |
| Participant deferral / active EE | $8,126 | $5,164+57.4% | $6,247+30.1% | $3,169+156.4% |
| Admin fee / account holder | $352 | $525-33.0% | $9,243-96.2% | $479-26.5% |