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: LOCKTON INVESTMENT ADVISORS Service code 27 444 W 77TH ST STE 900 · KANSAS CITY, MO 64112 | Advisory (Plan) | $52,057 |
Filed as: EMPOWER ADVISORY GROUP LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLANGE, CO 80111 | Investment Management | $47,774 |
THE W.L. BURMEISTER COMPANY2 years Service code 13 | Contract Administrator | $15,500 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING HOLD CO LLC Service code 99 | Other Fees | $8,212 |
CREATIVE PLANNING LLC1 year Service code 27 5440 W 110TH ST STE 102 · OVERLAND PARK, KS 66211 | Advisory (Plan) | $4,081 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,038 | $82,202-28.2% | $125,339-52.9% | $64,808-8.9% |
| Participation rate | 78.7% | 77.9%+0.8pp | 82.4%-3.7pp | 71.5%+7.2pp |
| Annual return | -17.11% | 3.48%-20.6pp | 572.05%-589.2pp | 32.82%-49.9pp |
| Employer contribution / active EE | $1,884 | $3,615-47.9% | $4,814-60.9% | $2,506-24.8% |
| Participant deferral / active EE | $6,806 | $7,175-5.1% | $7,446-8.6% | $4,310+57.9% |
| Admin fee / account holder | $209 | $163+28.1% | $10,010-97.9% | $188+11.4% |