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 11101 SWITZER RD STE 200 · OVERLAND PARK, KS 66210 | Advisory (Plan) | $23,638 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,821 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,050 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,095 | $104,475-42.5% | $159,436-62.3% | $79,386-24.3% |
| Participation rate | 98.2% | 76.6%+21.6pp | 82.8%+15.4pp | 70.7%+27.5pp |
| Annual return | 15.77% | 67.95%-52.2pp | 263.57%-247.8pp | 116.85%-101.1pp |
| Employer contribution / active EE | $2,273 | $3,417-33.5% | $4,829-52.9% | $2,427-6.4% |
| Participant deferral / active EE | $8,008 | $6,467+23.8% | $7,352+8.9% | $4,046+97.9% |
| Admin fee / account holder | $168 | $711-76.4% | $10,799-98.4% | $626-73.2% |