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 |
|---|---|---|
CREATIVE PLANNING LLC3 years Filed as: CREATIVE PLANNING HOLDCO LLC DBA CR Service code 27 5454 110TH ST · OVERLAND PARK, KS 66211 | Advisory (Plan) | $55,186 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $51,269 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,737 | $57,831+53.4% | $82,389+7.7% | $85,563+3.7% |
| Participation rate | 98.6% | 55.0%+43.6pp | 69.5%+29.0pp | 66.0%+32.6pp |
| Annual return | 16.90% | 17.86%-1.0pp | 28.67%-11.8pp | 31.51%-14.6pp |
| Employer contribution / active EE | $3,028 | $1,643+84.3% | $2,517+20.3% | $2,654+14.1% |
| Participant deferral / active EE | $7,869 | $3,118+152.4% | $4,155+89.4% | $4,375+79.8% |
| Admin fee / account holder | $231 | $1,391-83.4% | $7,231-96.8% | $834-72.3% |