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... | $14,988 |
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 | $16,886 | $37,117-54.5% | $147,614-88.6% | $55,191-69.4% |
| Participation rate | 70.3% | 63.6%+6.7pp | 84.6%-14.3pp | 69.2%+1.2pp |
| Annual return | -0.13% | 3.44%-3.6pp | 61.98%-62.1pp | 10.78%-10.9pp |
| Employer contribution / active EE | $899 | $1,620-44.5% | $5,564-83.9% | $1,899-52.7% |
| Participant deferral / active EE | $2,103 | $1,985+5.9% | $4,895-57.0% | $3,046-31.0% |
| Admin fee / account holder | $0 | $86-99.9% | $11,611-100.0% | $91-99.9% |