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) | $10,452 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,187 | $84,936+40.3% | $111,297+7.1% | $79,386+50.1% |
| Participation rate | 82.3% | 75.9%+6.5pp | 77.3%+5.0pp | 70.7%+11.6pp |
| Annual return | 15.51% | 17.45%-1.9pp | 54.65%-39.1pp | 116.85%-101.3pp |
| Employer contribution / active EE | $1,237 | $1,979-37.5% | $2,731-54.7% | $2,427-49.0% |
| Participant deferral / active EE | $4,607 | $3,888+18.5% | $4,487+2.7% | $4,046+13.9% |
| Admin fee / account holder | $62 | $537-88.4% | $7,964-99.2% | $626-90.1% |