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 |
|---|---|---|
UNITED BENEFITS GROUP1 year Service code 13 PO BOX 169005 · KANSAS CITY, MO 64116 | Contract Administrator | $943 |
Service code 27 100 N BROADWAY · ALBERT LEA, MN 56007 | Advisory (Plan) | $625 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,063 | $93,182-60.2% | $146,665-74.7% | $79,386-53.3% |
| Participation rate | 79.6% | 76.4%+3.1pp | 80.1%-0.5pp | 70.7%+8.9pp |
| Annual return | 19.09% | 21.61%-2.5pp | 22.74%-3.7pp | 116.85%-97.8pp |
| Employer contribution / active EE | $1,071 | $2,420-55.7% | $4,136-74.1% | $2,427-55.9% |
| Participant deferral / active EE | $2,664 | $4,169-36.1% | $5,506-51.6% | $4,046-34.2% |
| Admin fee / account holder | $7 | $585-98.8% | $10,280-99.9% | $626-98.9% |