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 |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $260,372 |
Service code 27 · EIN 43-1451524 | Advisory (Plan) | $70,845 |
Service code 27 11101 SWITZER RD · OVERLAND PARK, KS 66210 | Advisory (Plan) | $13,587 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,034 | $43,113-69.8% | $82,719-84.2% | $77,904-83.3% |
| Participation rate | 89.3% | 63.8%+25.5pp | 72.6%+16.8pp | 73.7%+15.7pp |
| Annual return | -13.82% | 2.60%-16.4pp | 701.18%-715.0pp | 12.21%-26.0pp |
| Employer contribution / active EE | $401 | $1,924-79.2% | $3,009-86.7% | $2,848-85.9% |
| Participant deferral / active EE | $2,958 | $3,057-3.2% | $4,395-32.7% | $4,806-38.5% |
| Admin fee / account holder | $128 | $102+24.9% | $5,329-97.6% | $133-3.7% |