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 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $57,016 |
Service code 27 4860 COLLEGE BLVD STE 100 · LEAWOOD, KS 66211 | Advisory (Plan) | $8,572 |
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 | $36,725 | $86,225-57.4% | $146,665-75.0% | $86,799-57.7% |
| Participation rate | 86.4% | 78.0%+8.4pp | 80.1%+6.3pp | 72.3%+14.1pp |
| Annual return | 17.77% | 31.23%-13.5pp | 22.74%-5.0pp | 97.91%-80.1pp |
| Employer contribution / active EE | $776 | $2,392-67.6% | $4,136-81.2% | $2,405-67.7% |
| Participant deferral / active EE | $2,591 | $4,245-39.0% | $5,506-52.9% | $4,131-37.3% |
| Admin fee / account holder | $22 | $195-88.7% | $10,280-99.8% | $170-87.0% |