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) | $6,992 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,455 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,006 | $77,660+14.6% | $109,143-18.4% | $79,386+12.1% |
| Participation rate | 82.3% | 67.8%+14.5pp | 75.9%+6.4pp | 70.7%+11.6pp |
| Annual return | 14.24% | 23.44%-9.2pp | 25.75%-11.5pp | 116.85%-102.6pp |
| Employer contribution / active EE | $1,859 | $2,797-33.5% | $3,722-50.1% | $2,427-23.4% |
| Participant deferral / active EE | $4,193 | $3,518+19.2% | $4,653-9.9% | $4,046+3.6% |
| Admin fee / account holder | $79 | $732-89.3% | $6,752-98.8% | $626-87.5% |