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 |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $53,334 |
CREATIVE PLANNING LLC3 years Service code 27 5440 W 110TH ST STE 102 · OVERLAND PARK, KS 66211 | Advisory (Plan) | $34,636 |
Annual investment return 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,233 | $88,890-60.4% | $102,423-65.6% | $77,643-54.6% |
| Participation rate | 97.0% | 80.9%+16.1pp | 76.5%+20.6pp | 70.6%+26.5pp |
| Annual return | 11.38% | 24.98%-13.6pp | 29.32%-17.9pp | 31.24%-19.9pp |
| Employer contribution / active EE | $2,068 | $2,698-23.3% | $3,023-31.6% | $2,726-24.1% |
| Participant deferral / active EE | $3,084 | $5,145-40.1% | $5,053-39.0% | $4,647-33.6% |
| Admin fee / account holder | $199 | $235-15.3% | $9,451-97.9% | $430-53.7% |