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 |
|---|---|---|
IMA WEALTH INC1 year Filed as: IMA ADVISORY SERVICES INC Service code 27 430 E DOUGLAS STE 400 · WICHITA, KS 67202 | Advisory (Plan) | $37,563 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $21,228 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,814 |
Filed as: EMPOWER FINANCIAL SERVICES, INC. Service code 33 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Securities brokerage | $25 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,173 | $73,397-1.7% | $178,014-59.5% | $74,546-3.2% |
| Participation rate | 95.3% | 66.6%+28.7pp | 77.1%+18.2pp | 67.2%+28.1pp |
| Annual return | 14.42% | 17.49%-3.1pp | 294.80%-280.4pp | 1366.03%-1351.6pp |
| Employer contribution / active EE | $3,448 | $2,217+55.5% | $3,950-12.7% | $2,624+31.4% |
| Participant deferral / active EE | $6,547 | $4,512+45.1% | $6,276+4.3% | $4,347+50.6% |
| Admin fee / account holder | $266 | $1,809-85.3% | $10,362-97.4% | $1,944-86.3% |