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 | $49,440 |
Service code 27 4860 COLLEGE BLVD STE 100 · LEAWOOD, KS 66211 | Advisory (Plan) | $4,630 |
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 | $32,085 | $60,776-47.2% | $85,682-62.6% | $79,386-59.6% |
| Participation rate | 70.6% | 62.1%+8.5pp | 69.9%+0.8pp | 70.7%-0.1pp |
| Annual return | 12.29% | 16.57%-4.3pp | 21.49%-9.2pp | 116.85%-104.6pp |
| Employer contribution / active EE | $769 | $1,663-53.8% | $2,618-70.6% | $2,427-68.3% |
| Participant deferral / active EE | $2,475 | $2,919-15.2% | $3,923-36.9% | $4,046-38.8% |
| Admin fee / account holder | $76 | $438-82.6% | $6,873-98.9% | $626-87.8% |