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 |
|---|---|---|
COMMERCE BANK3+ years Service code 99 922 WALNUT · KANSAS CITY, MO 64106 | Other Fees | $35,103 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $18,881 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,591 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,983 | $66,302+99.1% | $110,238+19.7% | $56,287+134.5% |
| Participation rate | 58.3% | 74.9%-16.6pp | 79.8%-21.5pp | 69.9%-11.5pp |
| Annual return | -6.70% | -1.18%-5.5pp | 314.74%-321.4pp | -9.96%+3.3pp |
| Employer contribution / active EE | $1,919 | $2,047-6.2% | $3,826-49.8% | $2,111-9.1% |
| Participant deferral / active EE | $2,890 | $3,381-14.5% | $4,672-38.1% | $3,350-13.7% |
| Admin fee / account holder | $732 | $698+4.8% | $8,547-91.4% | $521+40.6% |