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 | $37,279 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING, LLC Service code 28 5454 W 110TH STREET · OVERLAND PARK, KS 66211 | Investment Management | $33,706 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $168,170 | $44,960+274.0% | $84,966+97.9% | $74,495+125.7% |
| Participation rate | 95.7% | 49.4%+46.3pp | 67.5%+28.2pp | 67.2%+28.5pp |
| Annual return | 18.61% | 26.24%-7.6pp | 66.38%-47.8pp | 1364.94%-1346.3pp |
| Employer contribution / active EE | $11,731 | $1,457+705.0% | $2,727+330.2% | $2,623+347.2% |
| Participant deferral / active EE | $16,379 | $2,731+499.8% | $4,519+262.4% | $4,346+276.9% |
| Admin fee / account holder | $293 | $2,209-86.7% | $6,149-95.2% | $1,942-84.9% |