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) | $26,277 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $17,319 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $7,361 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,776 | $60,989+12.8% | $60,874+13.0% | $66,914+2.8% |
| Participation rate | 73.6% | 74.5%-0.9pp | 73.1%+0.5pp | 69.8%+3.8pp |
| Annual return | -19.14% | -9.60%-9.5pp | 16.90%-36.0pp | 1.58%-20.7pp |
| Employer contribution / active EE | $3,786 | $2,661+42.3% | $2,701+40.1% | $2,544+48.8% |
| Participant deferral / active EE | $7,871 | $3,615+117.7% | $3,817+106.2% | $4,237+85.8% |
| Admin fee / account holder | $335 | $338-1.0% | $3,224-89.6% | $593-43.5% |