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 |
|---|---|---|
ASCENSUS LLC2 years Service code 15 · EIN 11-3665754 | Recordkeeping | $39,638 |
CREATIVE PLANNING LLC1 year Service code 27 5440 W 110TH ST STE 102 · OVERLAND PARK, KS 66211 | Advisory (Plan) | $2,155 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,690 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,286 | $71,883+7.5% | $86,677-10.8% | $68,494+12.8% |
| Participation rate | 67.3% | 72.2%-4.9pp | 76.6%-9.2pp | 67.9%-0.5pp |
| Annual return | -12.48% | 3.52%-16.0pp | 35.91%-48.4pp | -7.84%-4.6pp |
| Employer contribution / active EE | $1,298 | $2,173-40.3% | $2,836-54.3% | $2,596-50.0% |
| Participant deferral / active EE | $2,968 | $3,779-21.4% | $4,656-36.2% | $4,027-26.3% |
| Admin fee / account holder | $538 | $6,112-91.2% | $7,493-92.8% | $5,403-90.0% |