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 |
|---|---|---|
CHANGE PATH LLC4 years Service code 27 11460 TOMAHAWK CREEK PKWY · LEAWOOD, KS 66211 | Advisory (Plan) | $19,743 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $18,064 |
Filed as: SUMMERS SPENCER & COMPANY, PA Service code 10 5825 SW 29TH ST · TOPEKA, KS 66614 | Accounting | $12,250 |
ERP RETIREMENT SERVICES2 years Filed as: ERP NATIONAL LLC Service code 13 DBA ERP RETIREMENT SERVICES · MELVILLE, NY 11747 | Contract Administrator | $8,836 |
CREATIVE PLANNING LLC3 years Service code 27 5440 W 110TH ST · OVERLAND PARK, KS 66211 | Advisory (Plan) | $3,949 |
ERP RETIREMENT SERVICES2 years Filed as: ERP NATIONAL LLC DBA ERP RETIREMENT Service code 13 | Contract Administrator | $3,948 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,032 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,853 | $80,724-65.5% | $103,333-73.0% | $74,495-62.6% |
| Participation rate | 81.8% | 65.7%+16.1pp | 74.5%+7.3pp | 67.2%+14.6pp |
| Annual return | 11.08% | 27.56%-16.5pp | 24.88%-13.8pp | 1364.94%-1353.9pp |
| Employer contribution / active EE | $548 | $3,157-82.6% | $3,868-85.8% | $2,623-79.1% |
| Participant deferral / active EE | $2,724 | $3,860-29.4% | $5,057-46.1% | $4,346-37.3% |
| Admin fee / account holder | $392 | $2,368-83.4% | $8,355-95.3% | $1,942-79.8% |