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 | $16,135 |
NATIONWIDE8+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $11,797 |
KEATING & ASSOCIATES, INC.5 years Filed as: KEATING AND ASSOCIATES, INC. Service code 15 1011 POYNTZ AVE · MANHATTAN, KS 66503 | Recordkeeping | $5,867 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,228 | $83,427+1.0% | $115,756-27.2% | $68,494+23.0% |
| Participation rate | 95.9% | 71.9%+24.0pp | 77.1%+18.8pp | 67.9%+28.0pp |
| Annual return | -16.14% | -10.95%-5.2pp | 143.14%-159.3pp | -7.84%-8.3pp |
| Employer contribution / active EE | $1,563 | $3,075-49.2% | $3,793-58.8% | $2,596-39.8% |
| Participant deferral / active EE | $4,936 | $5,355-7.8% | $6,254-21.1% | $4,027+22.6% |
| Admin fee / account holder | $353 | $5,708-93.8% | $8,124-95.7% | $5,403-93.5% |