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; Claims p... | $28,730 |
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 | $17,787 | $36,916-51.8% | $156,549-88.6% | $57,658-69.2% |
| Participation rate | 62.8% | 63.4%-0.7pp | 84.0%-21.2pp | 70.2%-7.5pp |
| Annual return | 6.02% | 12.38%-6.4pp | 32.23%-26.2pp | 5.13%+0.9pp |
| Employer contribution / active EE | $840 | $1,571-46.5% | $5,501-84.7% | $1,974-57.4% |
| Participant deferral / active EE | $1,297 | $1,926-32.6% | $4,871-73.4% | $3,061-57.6% |
| Admin fee / account holder | $34 | $82-59.2% | $13,027-99.7% | $95-64.4% |