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 | $31,566 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING HOLDCO LLC DBA CR Service code 27 5454 110TH ST · OVERLAND PARK, KS 66211 | Advisory (Plan) | $27,634 |
BKD, LLP1 year Filed as: BKD LLP Service code 13 910 E ST. LOUIS ST STE 400 · SPRINGFIELD, MO 65807 | Contract Administrator | $14,110 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $9,952 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return 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 | $179,008 | $88,083+103.2% | $164,813+8.6% | $74,495+140.3% |
| Participation rate | 82.8% | 73.0%+9.8pp | 78.6%+4.2pp | 67.2%+15.6pp |
| Annual return | 11.04% | 17.26%-6.2pp | 69.93%-58.9pp | 1364.94%-1353.9pp |
| Employer contribution / active EE | $6,330 | $2,593+144.1% | $4,341+45.8% | $2,623+141.3% |
| Participant deferral / active EE | $5,211 | $4,498+15.9% | $6,031-13.6% | $4,346+19.9% |
| Admin fee / account holder | $356 | $2,234-84.1% | $12,690-97.2% | $1,942-81.7% |