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) | $22,075 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,609 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,094 | $42,901+16.8% | $91,220-45.1% | $64,808-22.7% |
| Participation rate | 91.9% | 68.1%+23.7pp | 73.2%+18.7pp | 71.5%+20.4pp |
| Annual return | -15.53% | -13.53%-2.0pp | 114.01%-129.5pp | 32.82%-48.3pp |
| Employer contribution / active EE | $1,561 | $1,571-0.6% | $2,850-45.2% | $2,506-37.7% |
| Participant deferral / active EE | $2,741 | $3,501-21.7% | $4,234-35.3% | $4,310-36.4% |
| Admin fee / account holder | $73 | $131-44.2% | $5,420-98.7% | $188-61.1% |