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) | $16,287 |
BDO USA, LLP2 years Service code 10 10200 GRAND CENTRAL AVE, SUITE 320 · OWINGS MILLS, MD 21117 | Accounting | $15,000 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Annual investment return 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 | $128,768 | $65,561+96.4% | $86,188+49.4% | $75,163+71.3% |
| Participation rate | 94.3% | 60.5%+33.8pp | 69.0%+25.3pp | 67.2%+27.1pp |
| Annual return | -6.79% | 46.05%-52.8pp | 1168.45%-1175.2pp | 160.62%-167.4pp |
| Employer contribution / active EE | $1,474 | $1,553-5.1% | $2,380-38.1% | $2,670-44.8% |
| Participant deferral / active EE | $2,237 | $3,024-26.0% | $3,985-43.9% | $4,125-45.8% |
| Admin fee / account holder | $272 | $5,474-95.0% | $6,852-96.0% | $5,651-95.2% |