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 15 · EIN 84-0467907 | Recordkeeping | $163,197 |
CREATIVE PLANNING LLC4 years Service code 27 5440 W 110TH ST STE 102 · OVERLAND PARK, KS 66211 | Advisory (Plan) | $60,000 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $55,899 |
AHEARN JASCO + COMPANY PA7 years Service code 10 190 SE 19TH AVE · POMPANO BEACH, FL 33060 | Accounting | $20,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $161,654 | $98,727+63.7% | $113,168+42.8% | $85,563+88.9% |
| Participation rate | 99.8% | 80.8%+18.9pp | 76.6%+23.2pp | 66.0%+33.8pp |
| Annual return | 15.19% | 17.43%-2.2pp | 24.27%-9.1pp | 31.51%-16.3pp |
| Employer contribution / active EE | $7,734 | $2,907+166.1% | $2,975+160.0% | $2,654+191.5% |
| Participant deferral / active EE | $10,885 | $5,424+100.7% | $5,107+113.1% | $4,375+148.8% |
| Admin fee / account holder | $224 | $357-37.2% | $12,068-98.1% | $834-73.2% |