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 5-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 | $247,680 |
CREATIVE PLANNING LLC3 years Service code 27 5440 W 110 ST STE 102 · OVERLAND PARK, KS 66211 | Advisory (Plan) | $42,990 |
Filed as: EMPOWER ADVISORY GROUP LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $10,039 |
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 | $15,055 | $55,331-72.8% | $81,812-81.6% | $199,593-92.5% |
| Participation rate | 87.8% | 62.5%+25.3pp | 72.3%+15.5pp | 72.0%+15.9pp |
| Annual return | 13.31% | 19.59%-6.3pp | 773.79%-760.5pp | 34.25%-20.9pp |
| Employer contribution / active EE | $588 | $2,101-72.0% | $2,912-79.8% | $3,034-80.6% |
| Participant deferral / active EE | $3,080 | $3,283-6.2% | $4,319-28.7% | $5,087-39.5% |
| Admin fee / account holder | $161 | $346-53.4% | $7,386-97.8% | $269-40.1% |