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) | $21,154 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $19,154 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,424 |
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 | $30,034 | $64,707-53.6% | $112,228-73.2% | $68,494-56.2% |
| Participation rate | 91.3% | 67.2%+24.1pp | 75.1%+16.2pp | 67.9%+23.4pp |
| Annual return | -17.76% | -11.40%-6.4pp | 27.45%-45.2pp | -7.84%-9.9pp |
| Employer contribution / active EE | $3,851 | $2,746+40.3% | $3,635+6.0% | $2,596+48.3% |
| Participant deferral / active EE | $6,098 | $3,565+71.1% | $4,728+29.0% | $4,027+51.4% |
| Admin fee / account holder | $313 | $5,232-94.0% | $6,410-95.1% | $5,403-94.2% |