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 INC2 years Service code 27 430 E DOUGLAS STE 400 · WICHITA, KS 67202 | Advisory (Plan) | $39,287 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $20,018 |
BKD, LLP8+ years Service code 10 910 E ST. LOUIS ST STE 400 · SPRINGFIELD, MO 65807 | Accounting | $7,500 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,815 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,816 | $34,677+11.9% | $77,024-49.6% | $64,808-40.1% |
| Participation rate | 94.4% | 49.8%+44.5pp | 67.9%+26.5pp | 71.5%+22.9pp |
| Annual return | -15.00% | -5.33%-9.7pp | 42.32%-57.3pp | 32.82%-47.8pp |
| Employer contribution / active EE | $529 | $1,370-61.4% | $2,812-81.2% | $2,506-78.9% |
| Participant deferral / active EE | $3,664 | $2,556+43.3% | $4,426-17.2% | $4,310-15.0% |
| Admin fee / account holder | $186 | $179+3.9% | $5,425-96.6% | $188-1.2% |