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 | Float revenue; Sub-transfer agency fe... | $13,571 |
Annual investment return 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 | $13,322 | $46,761-71.5% | $106,619-87.5% | $57,658-76.9% |
| Participation rate | 96.2% | 56.9%+39.4pp | 78.0%+18.2pp | 70.2%+26.0pp |
| Annual return | 5.49% | 15.77%-10.3pp | 9.42%-3.9pp | 5.13%+0.4pp |
| Employer contribution / active EE | $1,112 | $1,274-12.7% | $3,947-71.8% | $1,974-43.7% |
| Participant deferral / active EE | $855 | $1,954-56.2% | $3,930-78.2% | $3,061-72.0% |
| Admin fee / account holder | $0 | $97-100.0% | $6,418-100.0% | $95-100.0% |