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 27 4860 COLLEGE BLVD STE 100 · LEAWOOD, KS 66211 | Advisory (Plan) | $19,064 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $12,937 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,557 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,028 | $65,322+1.1% | $70,449-6.3% | $73,488-10.2% |
| Participation rate | 75.9% | 77.0%-1.1pp | 75.1%+0.8pp | 70.7%+5.2pp |
| Annual return | 17.39% | 15.71%+1.7pp | 109.03%-91.6pp | 28.51%-11.1pp |
| Employer contribution / active EE | $3,285 | $2,460+33.5% | $2,737+20.0% | $2,270+44.7% |
| Participant deferral / active EE | $5,966 | $3,375+76.8% | $3,709+60.9% | $3,740+59.5% |
| Admin fee / account holder | $257 | $214+20.3% | $3,845-93.3% | $513-49.8% |