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 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $185,400 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $90,118 |
Service code 27 4860 COLLEGE BLVD STE 100 · LEAWOOD, KS 66211 | Advisory (Plan) | $22,500 |
BKD, LLP4 years Filed as: BKD LLP Service code 17 · EIN 44-0160260 | Pension Consulting | $13,312 |
Filed as: GWFS EQUITIES INC Service code 26 · EIN 84-0965407 | Advisory (Participants) | $72 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $167,180 | $85,135+96.4% | $98,907+69.0% | $73,409+127.7% |
| Participation rate | 99.0% | 81.1%+17.9pp | 76.0%+23.0pp | 72.2%+26.9pp |
| Annual return | 15.05% | 19.14%-4.1pp | 196.43%-181.4pp | 59.29%-44.2pp |
| Employer contribution / active EE | $5,217 | $2,721+91.7% | $2,689+94.0% | $2,234+133.6% |
| Participant deferral / active EE | $8,544 | $4,349+96.5% | $4,244+101.3% | $3,805+124.5% |
| Admin fee / account holder | $259 | $139+86.2% | $6,642-96.1% | $158+64.2% |