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 |
|---|---|---|
Service code 12 · EIN 48-1205033 1809 24TH STREET · GREAT BEND, KS 67530 | Direct payment from the plan; Recordk... | $10,299 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 | $45,337 | $50,464-10.2% | $75,781-40.2% | $52,331-13.4% |
| Participation rate | 64.0% | 66.8%-2.8pp | 75.8%-11.8pp | 68.1%-4.1pp |
| Annual return | 3.56% | 1.03%+2.5pp | 9.68%-6.1pp | 4.54%-1.0pp |
| Employer contribution / active EE | $337 | $1,988-83.1% | $3,323-89.9% | $1,882-82.1% |
| Participant deferral / active EE | $2,018 | $2,570-21.5% | $3,651-44.7% | $3,022-33.2% |
| Admin fee / account holder | $2 | $1,103-99.9% | $5,299-100.0% | $592-99.7% |