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 INC2 years Filed as: IMA ADVISORY SERVICES INC Service code 27 430 E DOUGLAS STE 400 · WICHITA, KS 67202 | Advisory (Plan) | $43,732 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $19,384 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O 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 | $110,463 | $69,454+59.0% | $180,183-38.7% | $74,304+48.7% |
| Participation rate | 70.3% | 61.8%+8.6pp | 77.4%-7.1pp | 60.3%+10.0pp |
| Annual return | 18.15% | 25.86%-7.7pp | 27.86%-9.7pp | 29.43%-11.3pp |
| Employer contribution / active EE | $3,848 | $3,155+22.0% | $5,039-23.6% | $2,241+71.7% |
| Participant deferral / active EE | $7,482 | $4,662+60.5% | $6,822+9.7% | $3,767+98.6% |
| Admin fee / account holder | $505 | $3,036-83.4% | $19,975-97.5% | $2,969-83.0% |