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 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $43,581 |
Service code 99 4860 COLLEGE BLVD STE 100 · LEAWOOD, KS 66211 | Other Fees | $25,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,640 | $104,475-43.9% | $159,436-63.2% | $79,386-26.1% |
| Participation rate | 91.8% | 76.6%+15.2pp | 82.8%+9.0pp | 70.7%+21.1pp |
| Annual return | 21.34% | 67.95%-46.6pp | 263.57%-242.2pp | 116.85%-95.5pp |
| Employer contribution / active EE | $1,875 | $3,417-45.1% | $4,829-61.2% | $2,427-22.8% |
| Participant deferral / active EE | $5,183 | $6,467-19.9% | $7,352-29.5% | $4,046+28.1% |
| Admin fee / account holder | $204 | $711-71.4% | $10,799-98.1% | $626-67.5% |