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) | $10,287 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $153,936 | $77,660+98.2% | $109,143+41.0% | $79,386+93.9% |
| Participation rate | 89.5% | 67.8%+21.7pp | 75.9%+13.6pp | 70.7%+18.8pp |
| Annual return | 14.65% | 23.44%-8.8pp | 25.75%-11.1pp | 116.85%-102.2pp |
| Employer contribution / active EE | $6,373 | $2,797+127.8% | $3,722+71.2% | $2,427+162.5% |
| Participant deferral / active EE | $6,062 | $3,518+72.3% | $4,653+30.3% | $4,046+49.8% |
| Admin fee / account holder | $82 | $732-88.8% | $6,752-98.8% | $626-86.9% |