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 9-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 LLC2 years Filed as: CREATIVE PLANNING HOLDCO LLC DBA CR Service code 27 5454 110TH ST · OVERLAND PARK, KS 66211 | Advisory (Plan) | $55,975 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $24,998 |
DESIGN BENEFITS INC2 years Filed as: DESIGN ELECTRIC INC Service code 99 4807 HEATHERWOOD RD PO BOX 1252 · ST CLOUD, MN 56302 | Other Fees | $22,522 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,320 |
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 | $123,961 | $83,369+48.7% | $105,223+17.8% | $67,986+82.3% |
| Participation rate | 99.3% | 56.3%+43.0pp | 75.0%+24.2pp | 57.2%+42.1pp |
| Annual return | 17.75% | 24.64%-6.9pp | 180.65%-162.9pp | 31.67%-13.9pp |
| Employer contribution / active EE | $4,289 | $2,541+68.8% | $3,689+16.3% | $2,019+112.4% |
| Participant deferral / active EE | $6,449 | $3,295+95.7% | $5,072+27.2% | $3,358+92.1% |
| Admin fee / account holder | $577 | $4,073-85.8% | $8,859-93.5% | $3,203-82.0% |