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 |
|---|---|---|
IMA WEALTH INC2 years Filed as: IMA ADVISORY SERVICES INC Service code 27 430 E DOUGLAS STE 400 · WICHITA, KS 67202 | Advisory (Plan) | $58,203 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $27,978 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $13,972 |
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 | $114,415 | $84,556+35.3% | $116,228-1.6% | $74,304+54.0% |
| Participation rate | 85.9% | 66.0%+19.9pp | 74.6%+11.4pp | 60.3%+25.6pp |
| Annual return | 14.51% | 18.35%-3.8pp | 90.06%-75.5pp | 29.43%-14.9pp |
| Employer contribution / active EE | $4,317 | $2,168+99.2% | $2,994+44.2% | $2,241+92.6% |
| Participant deferral / active EE | $7,110 | $3,814+86.4% | $4,953+43.5% | $3,767+88.7% |
| Admin fee / account holder | $358 | $3,792-90.6% | $11,989-97.0% | $2,969-88.0% |