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 4-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 LLC1 year Filed as: CREATIVE PLANNING HOLDCO LLC Service code 27 DBA CREATIVE PLANNING · OVERLAND PARK, KS 66211 | Advisory (Plan) | $55,328 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 13 · EIN 06-1050034 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $31,919 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $85,338 | $79,013+8.0% | $100,391-15.0% | $74,495+14.6% |
| Participation rate | 88.1% | 79.5%+8.6pp | 81.5%+6.6pp | 67.2%+20.9pp |
| Annual return | 15.46% | 20.41%-5.0pp | 49.20%-33.7pp | 1364.94%-1349.5pp |
| Employer contribution / active EE | $3,607 | $3,021+19.4% | $3,942-8.5% | $2,623+37.5% |
| Participant deferral / active EE | $10,395 | $7,760+34.0% | $8,082+28.6% | $4,346+139.2% |
| Admin fee / account holder | $349 | $1,320-73.6% | $7,899-95.6% | $1,942-82.0% |