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 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $22,445 |
COMMERCE BANK2 years Service code 26 · EIN 48-0962626 922 WALNUT ST · KANSAS CITY, MO 64106 | Advisory (Participants) | $15,402 |
DEBOER & ASSOCIATES, PC4+ years Service code 10 · EIN 47-0836395 | Accounting | $10,384 |
COTTONWOOD ADVISORS, LLC4+ years Service code 27 · EIN 20-4591722 | Advisory (Plan) | $5,200 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,425 | $63,114-35.9% | $92,893-56.5% | $65,185-38.0% |
| Participation rate | 96.2% | 68.8%+27.4pp | 76.0%+20.2pp | 70.2%+26.0pp |
| Annual return | 2.80% | 28.75%-26.0pp | 109.41%-106.6pp | 29.38%-26.6pp |
| Employer contribution / active EE | $1,804 | $2,571-29.8% | $3,653-50.6% | $2,177-17.1% |
| Participant deferral / active EE | $0 | $3,108-100.0% | $4,236-100.0% | $3,514-100.0% |
| Admin fee / account holder | $447 | $624-28.3% | $5,794-92.3% | $847-47.2% |