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 |
|---|---|---|
IMA WEALTH INC4 years Service code 27 430 E DOUGLAS STE 400 · WICHITA, KS 67202 | Advisory (Plan) | $5,394 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $4,938 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $670 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $13,930 | $61,272-77.3% | $149,673-90.7% | $71,457-80.5% |
| Participation rate | 13.6% | 62.5%-48.9pp | 78.8%-65.1pp | 67.9%-54.3pp |
| Annual return | 15.83% | 35.85%-20.0pp | 134.42%-118.6pp | 28.85%-13.0pp |
| Employer contribution / active EE | $122 | $2,378-94.9% | $4,818-97.5% | $2,588-95.3% |
| Participant deferral / active EE | $1,991 | $2,917-31.8% | $5,680-65.0% | $4,289-53.6% |
| Admin fee / account holder | $54 | $1,261-95.7% | $13,210-99.6% | $1,587-96.6% |