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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $14,198 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $10,620 |
CREATIVE PLANNING LLC1 year Service code 27 5440 W 110TH ST STE 102 · OVERLAND PARK, KS 66211 | Advisory (Plan) | $7,160 |
Service code 27 444 W 47TH ST STE 900 · KANSAS CITY, MO 64112 | Advisory (Plan) | $5,557 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,366 | $30,086+0.9% | $61,373-50.5% | $64,808-53.1% |
| Participation rate | 6.9% | 36.4%-29.4pp | 52.6%-45.6pp | 71.5%-64.5pp |
| Annual return | -17.43% | -13.99%-3.4pp | 338.61%-356.0pp | 32.82%-50.2pp |
| Employer contribution / active EE | $240 | $536-55.3% | $1,159-79.3% | $2,506-90.4% |
| Participant deferral / active EE | $394 | $1,126-65.0% | $2,125-81.4% | $4,310-90.9% |
| Admin fee / account holder | $412 | $148+178.4% | $2,130-80.6% | $188+119.6% |