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 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $17,782 |
Service code 27 4860 COLLEGE BLVD STE 100 · LEAWOOD, KS 66211 | Advisory (Plan) | $8,254 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,026 | $93,182-37.7% | $146,665-60.4% | $79,386-26.9% |
| Participation rate | 93.4% | 76.4%+17.0pp | 80.1%+13.4pp | 70.7%+22.7pp |
| Annual return | 13.23% | 21.61%-8.4pp | 22.74%-9.5pp | 116.85%-103.6pp |
| Employer contribution / active EE | $519 | $2,420-78.5% | $4,136-87.4% | $2,427-78.6% |
| Participant deferral / active EE | $2,599 | $4,169-37.7% | $5,506-52.8% | $4,046-35.8% |
| Admin fee / account holder | $103 | $585-82.5% | $10,280-99.0% | $626-83.6% |