See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
CREATIVE PLANNING LLC3 years Service code 27 5440 W 110TH ST STE 102 · OVERLAND PARK, KS 66211 | Advisory (Plan) | $38,131 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $31,424 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,310 |
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 | $89,283 | $54,193+64.8% | $93,606-4.6% | $77,643+15.0% |
| Participation rate | 30.4% | 63.9%-33.5pp | 68.7%-38.3pp | 70.6%-40.2pp |
| Annual return | 11.94% | 30.54%-18.6pp | 133.20%-121.3pp | 31.24%-19.3pp |
| Employer contribution / active EE | $875 | $1,168-25.1% | $2,420-63.9% | $2,726-67.9% |
| Participant deferral / active EE | $1,666 | $3,144-47.0% | $4,411-62.2% | $4,647-64.2% |
| Admin fee / account holder | $439 | $576-23.8% | $8,285-94.7% | $430+1.9% |