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 7200 W 132ND STREET · OVERLAND PARK, KS 66213 | Advisory (Plan) | $20,042 |
PHD CONSULTING LLC1 year Filed as: PHD CONSULTING LLC DBA PHD RETIREME Service code 27 7500 COLLEGE BLVD. · OVERLAND PARK, KS 66213 | Advisory (Plan) | $7,094 |
Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $362 |
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 | $147,532 | $86,332+70.9% | $125,175+17.9% | $65,185+126.3% |
| Participation rate | 98.1% | 75.3%+22.8pp | 79.8%+18.4pp | 70.2%+27.9pp |
| Annual return | 23.58% | 27.43%-3.8pp | 43.79%-20.2pp | 29.38%-5.8pp |
| Employer contribution / active EE | $4,003 | $2,040+96.2% | $3,865+3.5% | $2,177+83.9% |
| Participant deferral / active EE | $8,668 | $3,537+145.1% | $4,937+75.6% | $3,514+146.7% |
| Admin fee / account holder | $241 | $609-60.4% | $9,702-97.5% | $847-71.5% |