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 INC5 years Service code 27 430 E DOUGLAS STE 400 · WICHITA, KS 67202 | Advisory (Plan) | $22,865 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $13,275 |
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 | $54,327 | $72,137-24.7% | $142,449-61.9% | $71,457-24.0% |
| Participation rate | 75.6% | 71.7%+3.9pp | 76.8%-1.2pp | 67.9%+7.6pp |
| Annual return | 17.52% | 21.15%-3.6pp | 19.99%-2.5pp | 28.85%-11.3pp |
| Employer contribution / active EE | $3,676 | $3,793-3.1% | $4,847-24.2% | $2,588+42.0% |
| Participant deferral / active EE | $8,053 | $5,280+52.5% | $6,283+28.2% | $4,289+87.8% |
| Admin fee / account holder | $200 | $1,433-86.1% | $10,011-98.0% | $1,587-87.4% |