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 13 · EIN 06-1050034 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $126,731 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING HOLDCO LLC DBA CR Service code 27 5454 110TH ST · OVERLAND PARK, KS 66211 | Advisory (Plan) | $61,617 |
WOLF & COMPANY, P.C.1 year Service code 10 99 HIGH STREET · BOSTON, MA 02110 | Accounting | $3,510 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,210 | $110,299-67.2% | $102,423-64.6% | $199,593-81.9% |
| Participation rate | 77.9% | 86.3%-8.4pp | 76.5%+1.4pp | 72.0%+5.9pp |
| Annual return | 14.57% | 35.73%-21.2pp | 29.32%-14.8pp | 34.25%-19.7pp |
| Employer contribution / active EE | $0 | $3,603-100.0% | $3,023-100.0% | $3,034-100.0% |
| Participant deferral / active EE | $5,076 | $6,376-20.4% | $5,053+0.4% | $5,087-0.2% |
| Admin fee / account holder | $67 | $122-44.9% | $9,451-99.3% | $269-74.9% |