See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 27 4860 COLLEGE BLVD STE 100 · LEAWOOD, KS 66211 | Advisory (Plan) | $22,970 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $150,287 | $82,664+81.8% | $125,339+19.9% | $68,494+119.4% |
| Participation rate | 85.9% | 75.0%+10.9pp | 82.4%+3.5pp | 67.9%+18.0pp |
| Annual return | -11.86% | -5.97%-5.9pp | 572.05%-583.9pp | -7.84%-4.0pp |
| Employer contribution / active EE | $4,354 | $3,381+28.8% | $4,814-9.6% | $2,596+67.7% |
| Participant deferral / active EE | $7,058 | $6,110+15.5% | $7,446-5.2% | $4,027+75.3% |
| Admin fee / account holder | $179 | $6,275-97.1% | $10,010-98.2% | $5,403-96.7% |