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 |
|---|---|---|
Filed as: WEALTH ALLIANCE ADVISORY GROUP, LLC Service code 71 10585 E. 21ST ST. N. · WICHITA, KS 67206 | Brokerage Fees | $44,691 |
PREFERRED PENSION SOLUTIONS2 years Service code 14 10585 E. 21ST ST. N. · WICHITA, KS 67206 | Plan Administrator | $17,874 |
T ROWE PRICE RPS INC2 years Filed as: T. ROWE PRICE RETIREMENT PLAN SERVI Service code 15 PO BOX 89000 · BALTIMORE, MD 21289 | Recordkeeping | $9,481 |
Filed as: WEALTH ALLIANCE ADIVSORY GROUP, LLC Service code 71 10585 E. 21ST ST. N. · WICHITA, KS 67206 | Brokerage Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $122,702 | $49,915+145.8% | $154,803-20.7% | $74,304+65.1% |
| Participation rate | 47.6% | 54.0%-6.4pp | 78.1%-30.5pp | 60.3%-12.8pp |
| Annual return | 14.80% | 34.06%-19.3pp | 58.88%-44.1pp | 29.43%-14.6pp |
| Employer contribution / active EE | $1,642 | $1,611+1.9% | $4,305-61.9% | $2,241-26.7% |
| Participant deferral / active EE | $2,389 | $2,255+6.0% | $5,540-56.9% | $3,767-36.6% |
| Admin fee / account holder | $477 | $2,189-78.2% | $14,329-96.7% | $2,969-83.9% |