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 |
|---|---|---|
TRUENORTH, INC.1+ years Service code 55 8200 E 32ND ST N STE 100 · WICHITA, KS 67226 | Other Commissions | $36,784 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $513 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $38,085 | $38,969-2.3% | $109,313-65.2% | $55,167-31.0% |
| Participation rate | 29.0% | 58.2%-29.2pp | 71.3%-42.3pp | 69.0%-40.0pp |
| Annual return | 0.00% | 8.26%-8.3pp | 22.07%-22.1pp | 169.23%-169.2pp |
| Employer contribution / active EE | $352 | $1,227-71.3% | $3,892-91.0% | $1,963-82.1% |
| Participant deferral / active EE | $277 | $2,176-87.3% | $3,166-91.2% | $3,054-90.9% |
| Admin fee / account holder | $9 | $501-98.2% | $5,666-99.8% | $504-98.2% |