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) | $110,599 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $27,922 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
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 | $138,913 | $82,202+69.0% | $125,339+10.8% | $64,808+114.3% |
| Participation rate | 79.3% | 77.9%+1.4pp | 82.4%-3.1pp | 71.5%+7.8pp |
| Annual return | -16.60% | 3.48%-20.1pp | 572.05%-588.6pp | 32.82%-49.4pp |
| Employer contribution / active EE | $2,902 | $3,615-19.7% | $4,814-39.7% | $2,506+15.8% |
| Participant deferral / active EE | $10,658 | $7,175+48.5% | $7,446+43.1% | $4,310+147.3% |
| Admin fee / account holder | $391 | $163+139.7% | $10,010-96.1% | $188+108.4% |