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 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $46,821 |
LOCKTON INVESTMENT ADVISORS, LLC7+ years Service code 27 444 W 47TH ST STE 900 · KANSAS CITY, MO 64112 | Advisory (Plan) | $4,286 |
CREATIVE PLANNING LLC1 year Service code 27 5440 W 110TH ST STE 102 · OVERLAND PARK, KS 66211 | Advisory (Plan) | $3,047 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,295 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,363 | $61,756-70.3% | $70,092-73.8% | $77,904-76.4% |
| Participation rate | 91.5% | 79.9%+11.6pp | 70.5%+21.0pp | 73.7%+17.8pp |
| Annual return | 63.14% | -11.86%+75.0pp | 190.73%-127.6pp | 12.21%+50.9pp |
| Employer contribution / active EE | $916 | $2,706-66.1% | $2,559-64.2% | $2,848-67.8% |
| Participant deferral / active EE | $1,372 | $3,977-65.5% | $3,849-64.3% | $4,806-71.4% |
| Admin fee / account holder | $47 | $101-53.3% | $6,267-99.2% | $133-64.3% |