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) | $3,608 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,156 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $15,110 | $62,132-75.7% | $185,823-91.9% | $73,488-79.4% |
| Participation rate | 24.8% | 67.8%-43.0pp | 78.0%-53.2pp | 70.7%-45.9pp |
| Annual return | 18.60% | 20.44%-1.8pp | 35.95%-17.4pp | 28.51%-9.9pp |
| Employer contribution / active EE | $453 | $1,681-73.1% | $4,087-88.9% | $2,270-80.1% |
| Participant deferral / active EE | $798 | $3,711-78.5% | $5,632-85.8% | $3,740-78.7% |
| Admin fee / account holder | $125 | $419-70.1% | $9,500-98.7% | $513-75.6% |