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 70 9401 W 87TH ST. · OVERLAND PARK, KS 662123755 | Consulting Fees | $8,025 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $3,030 |
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 | $35,344 | $64,286-45.0% | $90,951-61.1% | $73,409-51.9% |
| Participation rate | 84.0% | 63.6%+20.4pp | 69.0%+15.0pp | 72.2%+11.8pp |
| Annual return | 16.49% | 21.45%-5.0pp | 134.60%-118.1pp | 59.29%-42.8pp |
| Employer contribution / active EE | $577 | $895-35.5% | $2,122-72.8% | $2,234-74.2% |
| Participant deferral / active EE | $3,548 | $2,453+44.6% | $3,373+5.2% | $3,805-6.8% |
| Admin fee / account holder | $19 | $287-93.4% | $5,959-99.7% | $158-87.9% |