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... | $26,369 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $19,198 | $37,117-48.3% | $147,614-87.0% | $55,191-65.2% |
| Participation rate | 63.7% | 63.6%+0.1pp | 84.6%-20.9pp | 69.2%-5.5pp |
| Annual return | 0.78% | 3.44%-2.7pp | 61.98%-61.2pp | 10.78%-10.0pp |
| Employer contribution / active EE | $1,062 | $1,620-34.5% | $5,564-80.9% | $1,899-44.1% |
| Participant deferral / active EE | $1,510 | $1,985-23.9% | $4,895-69.2% | $3,046-50.4% |
| Admin fee / account holder | $32 | $86-62.9% | $11,611-99.7% | $91-65.1% |