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) | $25,350 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $23,423 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,374 | $71,142-27.8% | $119,609-57.0% | $64,808-20.7% |
| Participation rate | 74.3% | 78.6%-4.3pp | 79.3%-5.0pp | 71.5%+2.8pp |
| Annual return | -18.58% | -10.01%-8.6pp | -14.97%-3.6pp | 32.82%-51.4pp |
| Employer contribution / active EE | $1,069 | $2,497-57.2% | $4,232-74.7% | $2,506-57.3% |
| Participant deferral / active EE | $2,673 | $4,490-40.5% | $5,602-52.3% | $4,310-38.0% |
| Admin fee / account holder | $82 | $162-49.4% | $10,323-99.2% | $188-56.3% |