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) | $102,677 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $19,046 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,751 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $176,085 | $100,801+74.7% | $149,696+17.6% | $73,409+139.9% |
| Participation rate | 77.0% | 77.7%-0.7pp | 82.5%-5.5pp | 72.2%+4.8pp |
| Annual return | 16.85% | 265.34%-248.5pp | 276.60%-259.8pp | 59.29%-42.4pp |
| Employer contribution / active EE | $2,605 | $3,312-21.3% | $4,644-43.9% | $2,234+16.6% |
| Participant deferral / active EE | $10,032 | $6,404+56.6% | $6,842+46.6% | $3,805+163.6% |
| Admin fee / account holder | $435 | $181+140.4% | $9,309-95.3% | $158+175.3% |