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; Recordke... | $24,253 |
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 | $69,619 | $88,324-21.2% | $115,037-39.5% | $55,191+26.1% |
| Participation rate | 56.3% | 72.5%-16.2pp | 81.4%-25.0pp | 69.2%-12.8pp |
| Annual return | 0.53% | 6.30%-5.8pp | 26.14%-25.6pp | 10.78%-10.2pp |
| Employer contribution / active EE | $2,434 | $2,805-13.2% | $4,608-47.2% | $1,899+28.2% |
| Participant deferral / active EE | $2,410 | $5,042-52.2% | $6,026-60.0% | $3,046-20.9% |
| Admin fee / account holder | $58 | $105-45.2% | $8,175-99.3% | $91-36.4% |