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 | Claims processing; Participant loan p... | $16,981 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $9,719 | $41,281-76.5% | $109,313-91.1% | $57,658-83.1% |
| Participation rate | 47.3% | 59.3%-12.0pp | 71.3%-24.0pp | 70.2%-22.9pp |
| Annual return | 10.49% | 8.97%+1.5pp | 22.07%-11.6pp | 5.13%+5.4pp |
| Employer contribution / active EE | $436 | $1,201-63.7% | $3,892-88.8% | $1,974-77.9% |
| Participant deferral / active EE | $606 | $2,223-72.8% | $3,166-80.9% | $3,061-80.2% |
| Admin fee / account holder | $21 | $75-71.8% | $5,666-99.6% | $95-77.6% |