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 |
|---|---|---|
CREATIVE PLANNING LLC2 years Service code 27 5440 W 110TH ST, STE 102 · OVERLAND PARK, KS 66211 | Advisory (Plan) | $87,030 |
Service code 13 217 WESTERN AMERICA CIRCLE, STE 500 · MOBILE, AL 36609 | Contract Administrator | $11,725 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,859 |
Filed as: EMPOWER ANNUITY INSURANCE CO OF AME Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,140 | $92,971-26.7% | $96,683-29.5% | $74,419-8.4% |
| Participation rate | 97.8% | 71.5%+26.2pp | 74.3%+23.4pp | 70.7%+27.0pp |
| Annual return | 14.75% | 37.49%-22.7pp | 35.69%-20.9pp | 34.38%-19.6pp |
| Employer contribution / active EE | $3,023 | $3,426-11.8% | $3,737-19.1% | $2,637+14.6% |
| Participant deferral / active EE | $7,552 | $3,970+90.2% | $4,878+54.8% | $4,528+66.8% |
| Admin fee / account holder | $129 | $633-79.7% | $6,730-98.1% | $348-63.0% |