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 9-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) | $14,415 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,386 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,564 | $82,664-13.4% | $125,339-42.9% | $68,494+4.5% |
| Participation rate | 98.9% | 75.0%+23.8pp | 82.4%+16.5pp | 67.9%+31.0pp |
| Annual return | -18.07% | -5.97%-12.1pp | 572.05%-590.1pp | -7.84%-10.2pp |
| Employer contribution / active EE | $1,241 | $3,381-63.3% | $4,814-74.2% | $2,596-52.2% |
| Participant deferral / active EE | $8,799 | $6,110+44.0% | $7,446+18.2% | $4,027+118.5% |
| Admin fee / account holder | $127 | $6,275-98.0% | $10,010-98.7% | $5,403-97.6% |