See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 27 11101 SWITZER RD STE 200 · OVERLAND PARK, KS 66210 | Advisory (Plan) | $46,204 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $14,473 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,513 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,206 | $72,254-52.7% | $86,677-60.5% | $64,808-47.2% |
| Participation rate | 94.8% | 80.4%+14.4pp | 76.6%+18.2pp | 71.5%+23.3pp |
| Annual return | -15.74% | 392.42%-408.2pp | 35.91%-51.7pp | 32.82%-48.6pp |
| Employer contribution / active EE | $1,384 | $2,393-42.1% | $2,836-51.2% | $2,506-44.8% |
| Participant deferral / active EE | $2,369 | $4,658-49.1% | $4,656-49.1% | $4,310-45.0% |
| Admin fee / account holder | $77 | $174-55.8% | $7,493-99.0% | $188-59.1% |