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 |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $7,990 |
Service code 99 555 N WOODLAWN STE 3105 · WICHITA, KS 67208 | Other Fees | $6,664 |
IMA WEALTH INC1 year Filed as: IMA ADVISORY SERVICES INC Service code 27 430 E DOUGLAS STE 400 · WICHITA, KS 67202 | Advisory (Plan) | $6,008 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $895 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $15,211 | $55,415-72.6% | $155,509-90.2% | $74,495-79.6% |
| Participation rate | 98.8% | 61.9%+36.8pp | 78.2%+20.6pp | 67.2%+31.5pp |
| Annual return | 11.66% | 268.50%-256.8pp | 64.67%-53.0pp | 1364.94%-1353.3pp |
| Employer contribution / active EE | $270 | $2,267-88.1% | $4,672-94.2% | $2,623-89.7% |
| Participant deferral / active EE | $2,013 | $2,836-29.0% | $5,626-64.2% | $4,346-53.7% |
| Admin fee / account holder | $105 | $1,738-94.0% | $15,912-99.3% | $1,942-94.6% |