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 9-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 | Claims processing; Recordkeeping fees... | $23,996 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $50,531 | $51,244-1.4% | $80,975-37.6% | $55,167-8.4% |
| Participation rate | 66.1% | 71.7%-5.6pp | 75.8%-9.7pp | 69.0%-2.9pp |
| Annual return | 8.66% | 17.39%-8.7pp | 17.10%-8.4pp | 169.23%-160.6pp |
| Employer contribution / active EE | $1,563 | $1,770-11.7% | $3,714-57.9% | $1,963-20.4% |
| Participant deferral / active EE | $3,197 | $4,418-27.6% | $5,696-43.9% | $3,054+4.7% |
| Admin fee / account holder | $55 | $398-86.2% | $5,516-99.0% | $504-89.1% |