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 INC1 year Filed as: IMA ADVISORY SERVICES INC Service code 27 430 E DOUGLAS STE 400 · WICHITA, KS 67202 | Advisory (Plan) | $39,417 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $16,105 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
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 | $70,874 | $79,700-11.1% | $153,485-53.8% | $74,495-4.9% |
| Participation rate | 80.3% | 69.8%+10.5pp | 77.1%+3.2pp | 67.2%+13.1pp |
| Annual return | 13.45% | 15.07%-1.6pp | 15.65%-2.2pp | 1364.94%-1351.5pp |
| Employer contribution / active EE | $4,113 | $4,016+2.4% | $5,039-18.4% | $2,623+56.8% |
| Participant deferral / active EE | $7,891 | $5,315+48.5% | $6,757+16.8% | $4,346+81.6% |
| Admin fee / account holder | $351 | $1,790-80.4% | $12,724-97.2% | $1,942-81.9% |