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 | $23,601 |
COMMERCE BANK3 years Service code 26 · EIN 48-0962626 922 WALNUT ST · KANSAS CITY, MO 64106 | Advisory (Participants) | $16,404 |
DEBOER & ASSOCIATES, PC5+ years Service code 10 · EIN 47-0836395 | Accounting | $10,139 |
COTTONWOOD ADVISORS, LLC5+ years Service code 27 · EIN 20-4591722 | Advisory (Plan) | $5,252 |
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 | $36,756 | $69,362-47.0% | $101,248-63.7% | $73,488-50.0% |
| Participation rate | 97.7% | 68.4%+29.3pp | 75.8%+21.9pp | 70.7%+27.0pp |
| Annual return | -10.46% | 18.46%-28.9pp | 46.47%-56.9pp | 28.51%-39.0pp |
| Employer contribution / active EE | $2,651 | $2,628+0.8% | $3,660-27.6% | $2,270+16.8% |
| Participant deferral / active EE | $0 | $3,300-100.0% | $4,370-100.0% | $3,740-100.0% |
| Admin fee / account holder | $478 | $704-32.1% | $5,945-92.0% | $513-6.9% |