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) | $81,644 |
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $41,359 |
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 | $122,762 | $111,491+10.1% | $189,513-35.2% | $86,799+41.4% |
| Participation rate | 99.3% | 87.3%+12.0pp | 87.8%+11.5pp | 72.3%+27.1pp |
| Annual return | 14.75% | 83.50%-68.8pp | 555.15%-540.4pp | 97.91%-83.2pp |
| Employer contribution / active EE | $2,977 | $3,951-24.6% | $6,162-51.7% | $2,405+23.8% |
| Participant deferral / active EE | $7,802 | $6,437+21.2% | $8,221-5.1% | $4,131+88.9% |
| Admin fee / account holder | $332 | $189+75.7% | $12,045-97.2% | $170+95.5% |