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 |
|---|---|---|
COMMERCE BANK5+ years Service code 99 922 WALNUT · KANSAS CITY, MO 64106 | Other Fees | $39,239 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $19,793 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,419 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $141,921 | $81,474+74.2% | $133,956+5.9% | $73,488+93.1% |
| Participation rate | 72.9% | 76.4%-3.5pp | 79.8%-7.0pp | 70.7%+2.2pp |
| Annual return | 14.08% | 19.40%-5.3pp | 45.09%-31.0pp | 28.51%-14.4pp |
| Employer contribution / active EE | $2,167 | $2,209-1.9% | $3,919-44.7% | $2,270-4.5% |
| Participant deferral / active EE | $3,387 | $3,786-10.5% | $5,048-32.9% | $3,740-9.4% |
| Admin fee / account holder | $610 | $713-14.4% | $8,927-93.2% | $513+18.9% |