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 11101 SWITZER RD STE 200 · OVERLAND PARK, KS 66210 | Advisory (Plan) | $14,358 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,500 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,277 | $51,197-74.1% | $82,719-83.9% | $66,914-80.2% |
| Participation rate | 72.2% | 67.8%+4.4pp | 72.6%-0.3pp | 69.8%+2.4pp |
| Annual return | -15.09% | -9.64%-5.5pp | 701.18%-716.3pp | 1.58%-16.7pp |
| Employer contribution / active EE | $5,031 | $2,611+92.7% | $3,009+67.2% | $2,544+97.7% |
| Participant deferral / active EE | $1,209 | $3,458-65.0% | $4,395-72.5% | $4,237-71.5% |
| Admin fee / account holder | $42 | $416-89.8% | $5,329-99.2% | $593-92.9% |