Filed April 16, 2026
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) | $74,906 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,623 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,794 | $99,957+9.8% | $149,696-26.7% | $73,488+49.4% |
| Participation rate | 93.1% | 75.7%+17.4pp | 82.5%+10.7pp | 70.7%+22.5pp |
| Annual return | 20.12% | 53.87%-33.8pp | 276.60%-256.5pp | 28.51%-8.4pp |
| Employer contribution / active EE | $2,486 | $3,191-22.1% | $4,644-46.5% | $2,270+9.5% |
| Participant deferral / active EE | $8,507 | $6,073+40.1% | $6,842+24.3% | $3,740+127.5% |
| Admin fee / account holder | $222 | $551-59.6% | $9,309-97.6% | $513-56.6% |