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 10-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) | $34,860 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,293 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $17,207 | $42,353-59.4% | $79,550-78.4% | $64,808-73.4% |
| Participation rate | 82.9% | 64.8%+18.2pp | 69.5%+13.4pp | 71.5%+11.4pp |
| Annual return | -12.49% | -12.24%-0.3pp | 0.16%-12.7pp | 32.82%-45.3pp |
| Employer contribution / active EE | $0 | $1,181-100.0% | $2,413-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $2,217 | $3,170-30.1% | $3,985-44.4% | $4,310-48.6% |
| Admin fee / account holder | $26 | $160-83.6% | $6,832-99.6% | $188-86.1% |