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 65 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Account Maintenance | $36,275 |
COMMERCE BANK5 years Service code 26 · EIN 48-0962626 922 WALNUT ST · KANSAS CITY, MO 64106 | Advisory (Participants) | $25,610 |
DEBOER & ASSOCIATES, PC7+ years Service code 10 · EIN 47-0836395 | Accounting | $9,915 |
COTTONWOOD ADVISORS, LLC7+ years Service code 27 · EIN 20-4591722 | Advisory (Plan) | $5,462 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,409 | $64,119-10.5% | $112,228-48.8% | $66,914-14.2% |
| Participation rate | 95.6% | 68.5%+27.1pp | 75.1%+20.5pp | 69.8%+25.8pp |
| Annual return | 1.73% | -13.81%+15.5pp | 27.45%-25.7pp | 1.58%+0.2pp |
| Employer contribution / active EE | $5,874 | $3,005+95.4% | $3,635+61.6% | $2,544+130.9% |
| Participant deferral / active EE | $0 | $3,693-100.0% | $4,728-100.0% | $4,237-100.0% |
| Admin fee / account holder | $562 | $625-10.1% | $6,410-91.2% | $593-5.3% |