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 64 · EIN 04-2647786 | Recordkeeping Fees | $62,332 |
Service code 27 6201 COLLEGE BLVD FL 7TH · OVERLAND PARK, KS 66211 | Advisory (Plan) | $51,332 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $32,269 | $124,732-74.1% | $180,183-82.1% | $85,563-62.3% |
| Participation rate | 88.3% | 83.2%+5.1pp | 77.4%+10.8pp | 66.0%+22.3pp |
| Annual return | 22.97% | 17.73%+5.2pp | 27.86%-4.9pp | 31.51%-8.5pp |
| Employer contribution / active EE | $1,157 | $5,370-78.4% | $5,039-77.0% | $2,654-56.4% |
| Participant deferral / active EE | $6,003 | $7,763-22.7% | $6,822-12.0% | $4,375+37.2% |
| Admin fee / account holder | $180 | $294-38.8% | $19,975-99.1% | $834-78.5% |