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 9-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 | $46,817 |
CREATIVE PLANNING LLC2 years Service code 27 5440 W 110TH ST STE 102 · OVERLAND PARK, KS 66211 | Advisory (Plan) | $46,145 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $63,847 | $108,549-41.2% | $156,263-59.1% | $85,563-25.4% |
| Participation rate | 97.0% | 77.1%+19.9pp | 78.9%+18.1pp | 66.0%+31.0pp |
| Annual return | 24.44% | 21.79%+2.6pp | 59.47%-35.0pp | 31.51%-7.1pp |
| Employer contribution / active EE | $3,583 | $2,690+33.2% | $4,333-17.3% | $2,654+35.0% |
| Participant deferral / active EE | $6,259 | $4,800+30.4% | $6,158+1.6% | $4,375+43.1% |
| Admin fee / account holder | $315 | $650-51.5% | $14,255-97.8% | $834-62.2% |