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 | $627,577 |
CREATIVE PLANNING LLC2 years Service code 27 5440 W 110TH ST STE 102 · OVERLAND PARK, KS 66211 | Advisory (Plan) | $135,574 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $58,499 |
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 | $34,390 | $93,283-63.1% | $77,163-55.4% | $103,482-66.8% |
| Participation rate | 96.6% | 79.3%+17.3pp | 69.6%+27.0pp | 73.3%+23.3pp |
| Annual return | 16.08% | 17.40%-1.3pp | 37.87%-21.8pp | 33.11%-17.0pp |
| Employer contribution / active EE | $1,752 | $3,170-44.7% | $2,535-30.9% | $3,208-45.4% |
| Participant deferral / active EE | $2,596 | $4,624-43.9% | $3,833-32.3% | $5,207-50.1% |
| Admin fee / account holder | $97 | $78+23.6% | $5,472-98.2% | $114-15.1% |