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) | $85,590 |
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $680 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $31,298 | $43,466-28.0% | $90,951-65.6% | $90,288-65.3% |
| Participation rate | 86.9% | 62.5%+24.5pp | 69.0%+17.9pp | 73.4%+13.6pp |
| Annual return | 13.94% | 25.26%-11.3pp | 134.60%-120.7pp | 53.97%-40.0pp |
| Employer contribution / active EE | $0 | $840-100.0% | $2,122-100.0% | $2,524-100.0% |
| Participant deferral / active EE | $2,824 | $2,138+32.1% | $3,373-16.3% | $4,232-33.3% |
| Admin fee / account holder | $43 | $92-53.4% | $5,959-99.3% | $114-62.4% |