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 INS COMPANY OF AMER Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $46,633 |
Filed as: THE ANGELL PENSION GROUP INC Service code 13 · EIN 04-2530412 88 BOYD AVENUE · EAST PROVIDENCE, RI 02914 | Contract Administrator | $10,924 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING HOLDCO LLC Service code 27 · EIN 84-4519624 5454 110TH ST · OVERLAND PARK, KS 66211 | Advisory (Plan) | $7,493 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $115 |
Filed as: HAUSER RETIREMENT SOLUTIONS LLC Service code 99 · EIN 47-1534832 5905 E GALBRAITH RD STE 9000 · CINCINNATI, OH 45236 | Other Fees | -$1,523 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,689 | $79,171-32.2% | $102,423-47.6% | $74,495-27.9% |
| Participation rate | 89.4% | 74.8%+14.6pp | 76.5%+12.9pp | 67.2%+22.2pp |
| Annual return | 12.61% | 54.93%-42.3pp | 29.32%-16.7pp | 1364.94%-1352.3pp |
| Employer contribution / active EE | $2,690 | $2,362+13.9% | $3,023-11.0% | $2,623+2.5% |
| Participant deferral / active EE | $6,346 | $4,415+43.7% | $5,053+25.6% | $4,346+46.0% |
| Admin fee / account holder | $204 | $2,001-89.8% | $9,451-97.8% | $1,942-89.5% |