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) | $68,324 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $18,771 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $15,368 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $166,583 | $65,435+154.6% | $86,677+92.2% | $66,914+148.9% |
| Participation rate | 87.4% | 75.5%+12.0pp | 76.6%+10.9pp | 69.8%+17.6pp |
| Annual return | -14.84% | -10.89%-4.0pp | 35.91%-50.8pp | 1.58%-16.4pp |
| Employer contribution / active EE | $3,784 | $2,153+75.7% | $2,836+33.4% | $2,544+48.7% |
| Participant deferral / active EE | $8,732 | $4,100+113.0% | $4,656+87.6% | $4,237+106.1% |
| Admin fee / account holder | $540 | $642-15.9% | $7,493-92.8% | $593-9.0% |