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 | $84,320 |
Service code 27 4860 COLLEGE BLVD STE 100 · LEAWOOD, KS 66211 | Advisory (Plan) | $7,785 |
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 | $28,934 | $50,956-43.2% | $96,562-70.0% | $86,799-66.7% |
| Participation rate | 94.0% | 65.2%+28.7pp | 69.8%+24.2pp | 72.3%+21.7pp |
| Annual return | 22.23% | 21.27%+1.0pp | 37.78%-15.6pp | 97.91%-75.7pp |
| Employer contribution / active EE | $406 | $1,111-63.5% | $2,356-82.8% | $2,405-83.1% |
| Participant deferral / active EE | $4,107 | $2,954+39.0% | $3,849+6.7% | $4,131-0.6% |
| Admin fee / account holder | $18 | $166-89.4% | $6,181-99.7% | $170-89.6% |