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 | Participant loan processing; Float re... | $48,726 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $16,399 | $168,231-90.3% | $67,834-75.8% | $63,975-74.4% |
| Participation rate | 46.3% | 66.8%-20.6pp | 68.8%-22.5pp | 71.1%-24.9pp |
| Annual return | 7.39% | 11.76%-4.4pp | 138.47%-131.1pp | 48.65%-41.3pp |
| Employer contribution / active EE | $109 | $1,907-94.3% | $2,403-95.5% | $2,182-95.0% |
| Participant deferral / active EE | $828 | $2,827-70.7% | $3,160-73.8% | $3,356-75.3% |
| Admin fee / account holder | $24 | $81-70.4% | $4,622-99.5% | $70-66.2% |