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) | $14,567 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $8,784 |
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 | $59,097 | $64,119-7.8% | $112,228-47.3% | $66,914-11.7% |
| Participation rate | 85.2% | 68.5%+16.8pp | 75.1%+10.2pp | 69.8%+15.4pp |
| Annual return | -20.22% | -13.81%-6.4pp | 27.45%-47.7pp | 1.58%-21.8pp |
| Employer contribution / active EE | $1,893 | $3,005-37.0% | $3,635-47.9% | $2,544-25.6% |
| Participant deferral / active EE | $4,119 | $3,693+11.5% | $4,728-12.9% | $4,237-2.8% |
| Admin fee / account holder | $148 | $625-76.4% | $6,410-97.7% | $593-75.1% |