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 | $51,243 |
CREATIVE PLANNING LLC3 years Service code 27 5440 W 110TH ST STE 102 · OVERLAND PARK, KS 66211 | Advisory (Plan) | $33,000 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $11,804 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,083 | $62,688-10.5% | $178,014-68.5% | $77,671-27.8% |
| Participation rate | 32.9% | 66.9%-34.0pp | 77.1%-44.2pp | 70.6%-37.7pp |
| Annual return | 17.32% | 16.16%+1.2pp | 294.80%-277.5pp | 31.21%-13.9pp |
| Employer contribution / active EE | $0 | $1,912-100.0% | $3,950-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $2,492 | $4,224-41.0% | $6,276-60.3% | $4,648-46.4% |
| Admin fee / account holder | $243 | $386-37.2% | $10,362-97.7% | $430-43.6% |