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: ALLEN, GIBBS & HOULICK, L.C. Service code 10 · EIN 43-1032601 301 N MAIN STE 1700 · WICHITA, KS 672024868 | Accounting | $8,700 |
QUALIFIED PLAN SOLUTIONS LC1 year Service code 15 · EIN 05-0538699 PO BOX 547 · COLWICH, KS 670300547 | Recordkeeping | $2,630 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN Service code 15 · EIN 82-4555287 SERVICES · SAN ANTONIO, TX 782659530 | Recordkeeping | $1,191 |
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.
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 | $16,424 | $45,825-64.2% | $90,645-81.9% | $56,287-70.8% |
| Participation rate | 62.9% | 66.7%-3.8pp | 74.0%-11.2pp | 69.9%-7.0pp |
| Annual return | -8.59% | 38.64%-47.2pp | 1.88%-10.5pp | -9.96%+1.4pp |
| Employer contribution / active EE | $1,175 | $1,372-14.4% | $2,532-53.6% | $2,111-44.3% |
| Participant deferral / active EE | $1,863 | $2,562-27.3% | $3,425-45.6% | $3,350-44.4% |
| Admin fee / account holder | $172 | $413-58.4% | $4,994-96.6% | $521-67.1% |