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 6-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 |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $132,601 |
CREATIVE PLANNING LLC2 years Filed as: CREATIVE PLANNING HOLDCO LLC DBA CR Service code 27 5454 110TH ST · OVERLAND PARK, KS 66211 | Advisory (Plan) | $61,718 |
WOLF & COMPANY, P.C.2 years Service code 10 99 HIGH STREET · BOSTON, MA 02110 | Accounting | $1,936 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,112 | $128,899-64.2% | $113,168-59.3% | $102,872-55.2% |
| Participation rate | 78.7% | 87.0%-8.3pp | 76.6%+2.2pp | 73.0%+5.7pp |
| Annual return | 18.47% | 15.88%+2.6pp | 24.27%-5.8pp | 19.06%-0.6pp |
| Employer contribution / active EE | $0 | $3,713-100.0% | $2,975-100.0% | $3,526-100.0% |
| Participant deferral / active EE | $5,228 | $6,787-23.0% | $5,107+2.4% | $5,535-5.5% |
| Admin fee / account holder | $67 | $129-48.4% | $12,068-99.4% | $292-77.1% |