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) | $80,835 |
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $48,107 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $72 |
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 | $94,984 | $86,897+9.3% | $151,611-37.4% | $64,808+46.6% |
| Participation rate | 98.9% | 87.3%+11.6pp | 87.5%+11.4pp | 71.5%+27.4pp |
| Annual return | -16.08% | -3.57%-12.5pp | 3.33%-19.4pp | 32.82%-48.9pp |
| Employer contribution / active EE | $2,962 | $4,010-26.1% | $6,166-52.0% | $2,506+18.2% |
| Participant deferral / active EE | $7,827 | $6,690+17.0% | $8,363-6.4% | $4,310+81.6% |
| Admin fee / account holder | $306 | $153+100.4% | $11,616-97.4% | $188+63.2% |