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 9-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 INC4 years Service code 27 430 E DOUGLAS STE 400 · WICHITA, KS 67202 | Advisory (Plan) | $42,937 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $12,299 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,493 | $64,871-8.3% | $129,110-53.9% | $66,914-11.1% |
| Participation rate | 80.3% | 74.0%+6.3pp | 77.3%+3.0pp | 69.8%+10.5pp |
| Annual return | -15.95% | -12.21%-3.7pp | -10.94%-5.0pp | 1.58%-17.5pp |
| Employer contribution / active EE | $3,819 | $3,741+2.1% | $5,052-24.4% | $2,544+50.1% |
| Participant deferral / active EE | $7,767 | $5,090+52.6% | $6,542+18.7% | $4,237+83.3% |
| Admin fee / account holder | $197 | $629-68.6% | $14,302-98.6% | $593-66.7% |