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) | $14,308 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,657 | $58,264-73.1% | $86,612-81.9% | $71,457-78.1% |
| Participation rate | 81.4% | 65.0%+16.4pp | 71.7%+9.7pp | 67.9%+13.5pp |
| Annual return | 13.22% | 21.63%-8.4pp | 591.07%-577.8pp | 28.85%-15.6pp |
| Employer contribution / active EE | $7,095 | $2,574+175.6% | $3,022+134.7% | $2,588+174.2% |
| Participant deferral / active EE | $1,344 | $3,436-60.9% | $4,438-69.7% | $4,289-68.7% |
| Admin fee / account holder | $37 | $1,057-96.5% | $5,614-99.3% | $1,587-97.7% |