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 |
|---|---|---|
CREATIVE PLANNING LLC1 year Service code 27 5440 W 110TH ST STE 102 · OVERLAND PARK, KS 66211 | Advisory (Plan) | $54,334 |
MMA SECURITIES LLC5 years Service code 27 PO BOX 9497 · NEW YORK, NY 10087 | Advisory (Plan) | $19,012 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $12,376 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $157,334 | $95,274+65.1% | $135,903+15.8% | $74,419+111.4% |
| Participation rate | 98.9% | 78.2%+20.7pp | 81.9%+17.0pp | 70.7%+28.1pp |
| Annual return | 12.98% | 32.77%-19.8pp | 68.23%-55.3pp | 34.38%-21.4pp |
| Employer contribution / active EE | $3,523 | $3,874-9.1% | $4,856-27.4% | $2,637+33.6% |
| Participant deferral / active EE | $9,589 | $7,782+23.2% | $7,758+23.6% | $4,528+111.8% |
| Admin fee / account holder | $254 | $266-4.7% | $10,762-97.6% | $348-27.1% |