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 BANK7+ years Service code 99 922 WALNUT ST · KANSAS CITY, MO 64106 | Other Fees | $40,801 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $24,559 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,351 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,679 | $86,655+56.6% | $119,609+13.4% | $66,914+102.8% |
| Participation rate | 65.1% | 75.6%-10.4pp | 79.3%-14.1pp | 69.8%-4.7pp |
| Annual return | -15.89% | -8.00%-7.9pp | -14.97%-0.9pp | 1.58%-17.5pp |
| Employer contribution / active EE | $2,486 | $2,536-2.0% | $4,232-41.3% | $2,544-2.3% |
| Participant deferral / active EE | $4,003 | $4,358-8.2% | $5,602-28.6% | $4,237-5.5% |
| Admin fee / account holder | $761 | $755+0.8% | $10,323-92.6% | $593+28.2% |