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 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $74,734 |
Service code 27 4860 COLLEGE BLVD STE 100 · LEAWOOD, KS 66211 | Advisory (Plan) | $42,361 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,819 | $64,286-33.4% | $90,951-52.9% | $73,409-41.7% |
| Participation rate | 78.7% | 63.6%+15.2pp | 69.0%+9.7pp | 72.2%+6.6pp |
| Annual return | 19.48% | 21.45%-2.0pp | 134.60%-115.1pp | 59.29%-39.8pp |
| Employer contribution / active EE | $361 | $895-59.6% | $2,122-83.0% | $2,234-83.8% |
| Participant deferral / active EE | $2,976 | $2,453+21.3% | $3,373-11.8% | $3,805-21.8% |
| Admin fee / account holder | $196 | $287-31.8% | $5,959-96.7% | $158+24.0% |