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 LLC2 years Service code 27 5440 W 110TH ST STE 102 · OVERLAND PARK, KS 66211 | Advisory (Plan) | $71,297 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $61,062 |
Filed as: EMPOWER ADVISORY GROUP LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLANGE, CO 80111 | Investment Management | $55,751 |
CREATIVE PLANNING LLC2 years Filed as: CREATIVE PLANNING HOLD CO LLC Service code 99 | Other Fees | $4,162 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 99 | Other Fees | $59 |
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 | $77,774 | $95,274-18.4% | $135,903-42.8% | $74,419+4.5% |
| Participation rate | 83.3% | 78.2%+5.1pp | 81.9%+1.3pp | 70.7%+12.5pp |
| Annual return | 31.65% | 32.77%-1.1pp | 68.23%-36.6pp | 34.38%-2.7pp |
| Employer contribution / active EE | $2,969 | $3,874-23.4% | $4,856-38.9% | $2,637+12.6% |
| Participant deferral / active EE | $8,555 | $7,782+9.9% | $7,758+10.3% | $4,528+88.9% |
| Admin fee / account holder | $339 | $266+27.2% | $10,762-96.9% | $348-2.7% |