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) | $22,707 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $19,565 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,815 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,194 | $65,435+40.9% | $86,677+6.4% | $66,914+37.8% |
| Participation rate | 81.6% | 75.5%+6.2pp | 76.6%+5.0pp | 69.8%+11.8pp |
| Annual return | -16.27% | -10.89%-5.4pp | 35.91%-52.2pp | 1.58%-17.8pp |
| Employer contribution / active EE | $1,721 | $2,153-20.1% | $2,836-39.3% | $2,544-32.4% |
| Participant deferral / active EE | $4,836 | $4,100+17.9% | $4,656+3.9% | $4,237+14.1% |
| Admin fee / account holder | $263 | $642-59.0% | $7,493-96.5% | $593-55.7% |