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) | $12,699 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,284 | $65,435-18.6% | $86,677-38.5% | $66,914-20.4% |
| Participation rate | 100.0% | 75.5%+24.5pp | 76.6%+23.4pp | 69.8%+30.2pp |
| Annual return | -15.60% | -10.89%-4.7pp | 35.91%-51.5pp | 1.58%-17.2pp |
| Employer contribution / active EE | $6,604 | $2,153+206.7% | $2,836+132.8% | $2,544+159.6% |
| Participant deferral / active EE | $4,735 | $4,100+15.5% | $4,656+1.7% | $4,237+11.8% |
| Admin fee / account holder | $92 | $642-85.7% | $7,493-98.8% | $593-84.5% |