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 4860 COLLEGE BLVD STE 100 · LEAWOOD, KS 66211 | Advisory (Plan) | $12,522 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $800 |
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 | $16,913 | $63,745-73.5% | $98,442-82.8% | $79,386-78.7% |
| Participation rate | 83.5% | 69.9%+13.6pp | 73.3%+10.1pp | 70.7%+12.8pp |
| Annual return | 31.55% | 625.80%-594.3pp | 1492.73%-1461.2pp | 116.85%-85.3pp |
| Employer contribution / active EE | $4,196 | $2,557+64.1% | $2,960+41.8% | $2,427+72.8% |
| Participant deferral / active EE | $1,418 | $3,303-57.1% | $4,276-66.9% | $4,046-65.0% |
| Admin fee / account holder | $38 | $516-92.6% | $5,949-99.4% | $626-93.9% |