See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 27 4860 COLLEGE BLVD STE 100 · LEAWOOD, KS 66211 | Advisory (Plan) | $13,888 |
CVAGS, LLC5 years Service code 27 3333 RIVERWOOD PKWY · ATLANTA, GA 30339 | Advisory (Plan) | $13,116 |
JPMORGAN INVEST HOLDINGS LLC3 years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $12,401 |
PRICEKUBECKA PLLC1 year Service code 10 16775 ADDISON RD · ADDISON, TX 75001 | Accounting | $3,674 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,661 | $84,936-23.9% | $111,297-41.9% | $79,386-18.5% |
| Participation rate | 96.4% | 75.9%+20.5pp | 77.3%+19.1pp | 70.7%+25.7pp |
| Annual return | 12.51% | 17.45%-4.9pp | 54.65%-42.1pp | 116.85%-104.3pp |
| Employer contribution / active EE | $2,961 | $1,979+49.6% | $2,731+8.4% | $2,427+22.0% |
| Participant deferral / active EE | $5,166 | $3,888+32.9% | $4,487+15.1% | $4,046+27.7% |
| Admin fee / account holder | $186 | $537-65.3% | $7,964-97.7% | $626-70.3% |