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 26 6201 COLLEGE BLVD · OVERLAND PARK, KS 66211 | Advisory (Participants) | $18,870 |
NEWPORT GROUP, INC.3 years Service code 13 · EIN 27-2037969 | Contract Administrator | $9,588 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,934 | $130,194-65.5% | $169,993-73.6% | $71,457-37.1% |
| Participation rate | 95.2% | 86.1%+9.0pp | 87.0%+8.2pp | 67.9%+27.2pp |
| Annual return | 21.12% | 20.37%+0.8pp | 53.37%-32.3pp | 28.85%-7.7pp |
| Employer contribution / active EE | $1,861 | $4,381-57.5% | $6,785-72.6% | $2,588-28.1% |
| Participant deferral / active EE | $3,598 | $6,923-48.0% | $10,408-65.4% | $4,289-16.1% |
| Admin fee / account holder | $121 | $966-87.5% | $12,815-99.1% | $1,587-92.4% |