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 | $82,169 |
Service code 27 11101 SWITZER RD STE 200 · OVERLAND PARK, KS 66210 | Advisory (Plan) | $52,567 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,968 | $50,956-13.7% | $96,562-54.5% | $86,799-49.3% |
| Participation rate | 86.4% | 65.2%+21.2pp | 69.8%+16.6pp | 72.3%+14.1pp |
| Annual return | 12.90% | 21.27%-8.4pp | 37.78%-24.9pp | 97.91%-85.0pp |
| Employer contribution / active EE | $501 | $1,111-54.9% | $2,356-78.7% | $2,405-79.2% |
| Participant deferral / active EE | $3,969 | $2,954+34.4% | $3,849+3.1% | $4,131-3.9% |
| Admin fee / account holder | $205 | $166+23.5% | $6,181-96.7% | $170+20.9% |