See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 27 11101 SWITZER RD STE 200 · OVERLAND PARK, KS 66210 | Advisory (Plan) | $23,647 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $6,957 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $17 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,997 | $65,435-32.8% | $86,677-49.2% | $66,914-34.2% |
| Participation rate | 89.1% | 75.5%+13.7pp | 76.6%+12.6pp | 69.8%+19.3pp |
| Annual return | -10.08% | -10.89%+0.8pp | 35.91%-46.0pp | 1.58%-11.7pp |
| Employer contribution / active EE | $435 | $2,153-79.8% | $2,836-84.7% | $2,544-82.9% |
| Participant deferral / active EE | $4,069 | $4,100-0.8% | $4,656-12.6% | $4,237-4.0% |
| Admin fee / account holder | $166 | $642-74.1% | $7,493-97.8% | $593-72.0% |