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 99 4860 COLLEGE BLVD STE 100 · LEAWOOD, KS 66211 | Other Fees | $24,541 |
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $15,706 |
Filed as: QDRO CONSULTANTS CO LLC Service code 99 3071 PEARL ROAD · MEDINA, OH 44256 | Other Fees | $300 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $57,067 | $99,957-42.9% | $149,696-61.9% | $73,488-22.3% |
| Participation rate | 98.8% | 75.7%+23.1pp | 82.5%+16.4pp | 70.7%+28.2pp |
| Annual return | 14.35% | 53.87%-39.5pp | 276.60%-262.3pp | 28.51%-14.2pp |
| Employer contribution / active EE | $195 | $3,191-93.9% | $4,644-95.8% | $2,270-91.4% |
| Participant deferral / active EE | $5,953 | $6,073-2.0% | $6,842-13.0% | $3,740+59.2% |
| Admin fee / account holder | $149 | $551-73.0% | $9,309-98.4% | $513-71.0% |