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 27 · EIN 59-3331424 | Advisory (Plan) | $13,775 |
Service code 12 · EIN 48-1205033 1809 24TH STREET · GREAT BEND, KS 67530 | Recordkeeping and information managem... | $9,967 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $25,541 | $39,819-35.9% | $67,834-62.3% | $57,658-55.7% |
| Participation rate | 35.9% | 61.2%-25.3pp | 68.8%-32.9pp | 70.2%-34.3pp |
| Annual return | 6.79% | 9.19%-2.4pp | 138.47%-131.7pp | 5.13%+1.7pp |
| Employer contribution / active EE | $328 | $1,277-74.3% | $2,403-86.4% | $1,974-83.4% |
| Participant deferral / active EE | $838 | $2,209-62.1% | $3,160-73.5% | $3,061-72.6% |
| Admin fee / account holder | $39 | $84-52.9% | $4,622-99.1% | $95-58.4% |