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 15 1011 POYNTZ AVE · MANHATTAN, KS 66503 | Recordkeeping | $45,278 |
NATIONWIDE7+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $12,264 |
KEATING & ASSOCIATES, INC.4 years Filed as: KEATING AND ASSOCIATES, INC. Service code 15 1011 POYNTZ AVE · MANHATTAN, KS 66503 | Recordkeeping | $6,302 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,402 | $101,883+10.3% | $453,369-75.2% | $85,850+30.9% |
| Participation rate | 98.8% | 72.3%+26.5pp | 78.0%+20.8pp | 69.3%+29.5pp |
| Annual return | 9.97% | 25.38%-15.4pp | 64.40%-54.4pp | 318.53%-308.6pp |
| Employer contribution / active EE | $1,601 | $2,847-43.8% | $4,070-60.7% | $2,565-37.6% |
| Participant deferral / active EE | $5,256 | $4,782+9.9% | $6,209-15.3% | $3,952+33.0% |
| Admin fee / account holder | $443 | $5,706-92.2% | $11,209-96.0% | $6,260-92.9% |