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 27 444 W 47TH ST., STE 900 · KANSAS CITY, MO 64112 | Advisory (Plan) | $53,374 |
CREATIVE PLANNING LLC1 year Service code 27 5440 W 110TH ST, STE 102 · OVERLAND PARK, KS 66211 | Advisory (Plan) | $34,116 |
Service code 13 217 WESTERN AMERICA CIRCLE, STE 500 · MOBILE, AL 36609 | Contract Administrator | $11,918 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,393 | $106,236-60.1% | $112,228-62.2% | $64,808-34.6% |
| Participation rate | 98.2% | 71.7%+26.5pp | 75.1%+23.1pp | 71.5%+26.7pp |
| Annual return | -13.91% | -6.02%-7.9pp | 27.45%-41.4pp | 32.82%-46.7pp |
| Employer contribution / active EE | $2,504 | $3,166-20.9% | $3,635-31.1% | $2,506-0.1% |
| Participant deferral / active EE | $5,706 | $3,785+50.7% | $4,728+20.7% | $4,310+32.4% |
| Admin fee / account holder | $38 | $452-91.5% | $6,410-99.4% | $188-79.7% |