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 | $34,270 |
COMMERCE BANK6 years Service code 26 · EIN 48-0962626 922 WALNUT ST · KANSAS CITY, MO 64106 | Advisory (Participants) | $22,623 |
DEBOER & ASSOCIATES, PC8+ years Service code 10 · EIN 47-0836395 | Accounting | $10,109 |
COTTONWOOD ADVISORS, LLC8+ years Service code 27 · EIN 20-4591722 | Advisory (Plan) | $5,680 |
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 | $49,476 | $76,670-35.5% | $96,683-48.8% | $71,457-30.8% |
| Participation rate | 95.0% | 66.6%+28.4pp | 74.3%+20.6pp | 67.9%+27.0pp |
| Annual return | -8.20% | 48.29%-56.5pp | 35.69%-43.9pp | 28.85%-37.1pp |
| Employer contribution / active EE | $5,773 | $3,031+90.4% | $3,737+54.5% | $2,588+123.1% |
| Participant deferral / active EE | $0 | $3,771-100.0% | $4,878-100.0% | $4,289-100.0% |
| Admin fee / account holder | $485 | $2,028-76.1% | $6,730-92.8% | $1,587-69.4% |