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 7-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 |
|---|---|---|
Service code 27 11101 SWITZER RD STE 200 · OVERLAND PARK, KS 66210 | Advisory (Plan) | $9,165 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $7,794 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,027 | $84,487-85.8% | $125,339-90.4% | $66,914-82.0% |
| Participation rate | 86.2% | 76.4%+9.8pp | 82.4%+3.8pp | 69.8%+16.4pp |
| Annual return | -15.87% | -8.39%-7.5pp | 572.05%-587.9pp | 1.58%-17.5pp |
| Employer contribution / active EE | $2,122 | $3,553-40.3% | $4,814-55.9% | $2,544-16.6% |
| Participant deferral / active EE | $3,344 | $6,781-50.7% | $7,446-55.1% | $4,237-21.1% |
| Admin fee / account holder | $103 | $685-85.0% | $10,010-99.0% | $593-82.7% |